Original filing (PDF)20250724092254NAL0012774978001

STEPHENSON EXPERT MEDICAL CONSUL

Name: STEPHENSON EXPERT MEDICAL CONSUL — STEPHENSON EXPERT MEDICAL CONSULTING, INC. A PROFESSIONAL, Form 5500 (2024)
Creator: STEPHENSON EXPERT MEDICAL CONSUL

Form 5500-SF

FILING_RECEIVED

STEPHENSON EXPERT MEDICAL CONSULTING, INC. A PROFESSIONAL

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$690K

Net assets (EOY)

$690K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEPHENSON EXPERT MEDICAL CONSUL.

Plan sponsor

Name

STEPHENSON EXPERT MEDICAL CONSUL

EIN

46-4358744all filings

Address

875 UNIVERSITY AVENUE · SACRAMENTO, CA · 95825

Phone

(916) 208-8337

Industry