How big is Stephenson Expert Medical Consul's plan?

Stephenson Expert Medical Consul's plan reported $690K in assets and 3 participants for 2024.

Original filing (PDF)20250724092254NAL0012774978001

Stephenson Expert Medical Consul

Name: Stephenson Expert Medical Consul — Stephenson Expert, Form 5500 (2024)
Creator: Stephenson Expert Medical Consul
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stephenson Expert Medical Consulting, Inc. a Professional

401(k) retirement plan · Stephenson Expert Medical Consul's Stephenson Expert Medical Consulting, Inc. a Professional held $690K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$690K

Net assets (EOY)

$690K

People on this filing

Stefanie Hatlin signed Stephenson Expert Medical Consul's 2024 Form 5500 as plan administrator.

Stefanie Hatlin — 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

Stephenson Expert Medical Consul's EIN is 46-4358744.

EIN 46-4358744

Plan number 001

Plan year 2024

ACK ID 20250724092254NAL0012774978001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stephenson Expert Medical Consul from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stephenson Expert Medical Consul'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 STEPHENSON EXPERT MEDICAL CONSUL.

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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

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).

Plan sponsor

Name

STEPHENSON EXPERT MEDICAL CONSUL

EIN

all filings

Address

875 UNIVERSITY AVENUE · SACRAMENTO, CA · 95825

Phone

(916) 208-8337

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator