How big is Stephens and Associates LLC's plan?

Stephens and Associates LLC's plan reported $87K in assets and 6 participants for 2025.

Original filing (PDF)20260430221017NAL0000478337043

Stephens and Associates LLC

Name: Stephens and Associates LLC — Stephens and, Form 5500 (2025)
Creator: Stephens and Associates LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stephens and Associates 401(k) Plan

401(k) retirement plan · Stephens and Associates LLC's Stephens and Associates 401(k) Plan held $87K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$87K

Net assets (EOY)

$87K

People on this filing

Elantha Barry signed Stephens and Associates LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Stephens and Associates LLC's EIN is 46-3881740.

EIN 46-3881740

Plan number 001

Plan year 2025

ACK ID 20260430221017NAL0000478337043

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Stephens and Associates LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Stephens and Associates LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEPHENS AND ASSOCIATES LLC.

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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

Knocking points off