How big is Davis Stephenson PLLC's plan?

Davis Stephenson PLLC's plan reported $1.2M in assets and 5 participants for 2024.

Original filing (PDF)20250722094507NAL0002540657001

Davis Stephenson PLLC

Name: Davis Stephenson PLLC — Davis Stephenson PLLC 401(k), Form 5500 (2024)
Creator: Davis Stephenson PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Davis Stephenson PLLC 401(k) Plan

401(k) retirement plan · Davis Stephenson PLLC's Davis Stephenson PLLC 401(k) Plan held $1.2M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Davis Stephenson PLLC's EIN is 47-3203195.

EIN 47-3203195

Plan number 001

Plan year 2024

ACK ID 20250722094507NAL0002540657001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Davis Stephenson PLLC's plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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