How big is Stephens and Company, Inc.'s plan?

Stephens and Company, Inc.'s plan reported $1.2M in assets and 10 participants for 2025.

Original filing (PDF)20260210114556NAL0002153233001

Stephens and Company, Inc.

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

Form 5500-SF

FILING_RECEIVED

Stephens and Co. Inc. 401(k) PSP Trust

401(k) retirement plan · Stephens and Company, Inc.'s Stephens and Co. Inc. 401(k) PSP Trust held $1.2M in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Stephens and Company, Inc.'s EIN is 56-2538083.

EIN 56-2538083

Plan number 001

Plan year 2025

ACK ID 20260210114556NAL0002153233001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Stephens and Company, Inc.'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 STEPHENS AND COMPANY, INC..

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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