How big is Russell, Oliver, & Stephens, PLC's plan?

Russell, Oliver, & Stephens, PLC's plan reported $1.6M in assets and 33 participants for 2024.

Original filing (PDF)20250617153407NAL0004546802001

Russell, Oliver, & Stephens, PLC

Name: Russell, Oliver, & Stephens, PLC — Russell, Oliver, Form 5500 (2024)
Creator: Russell, Oliver, & Stephens, PLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Russell, Oliver, & Stephens, PLC 401(k) Profit Sharing Plan

401(k) retirement plan · Russell, Oliver, & Stephens, PLC's Russell, Oliver, & Stephens, PLC 401(k) Profit Sharing Plan held $1.6M in plan assets for 33 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

Russell, Oliver, & Stephens, PLC's EIN is 62-1865149.

EIN 62-1865149

Plan number 001

Plan year 2024

ACK ID 20250617153407NAL0004546802001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Russell, Oliver, & Stephens, PLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Russell, Oliver, & Stephens, PLC'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 RUSSELL, OLIVER, & STEPHENS, PLC.

Finding similar companies…

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