How big is The Stephen Group's plan?

The Stephen Group's plan reported $414K in assets and 2 participants for 2024.

Original filing (PDF)20251015195525NAL0011032946001

The Stephen Group

Name: The Stephen Group — The Stephen Group 401(k) Plan, Form 5500 (2024)
Creator: The Stephen Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Stephen Group 401(k) Plan

401(k) retirement plan · The Stephen Group's The Stephen Group 401(k) Plan held $414K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$414K

Net assets (EOY)

$414K

People on this filing

John Stephen signed The Stephen Group's 2024 Form 5500 as plan administrator.

John Stephen — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Stephen Group's EIN is 45-5280316.

EIN 45-5280316

Plan number 001

Plan year 2024

ACK ID 20251015195525NAL0011032946001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Stephen Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Stephen Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE STEPHEN GROUP.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score