How big is Stevenson Supply & Tractor Co.'s plan?

Stevenson Supply & Tractor Co.'s plan reported $210K in assets and 8 participants for 2024.

Original filing (PDF)20251009171318NAL0011445280001

Stevenson Supply & Tractor Co.

Name: Stevenson Supply & Tractor Co. — Stevenson Supply &, Form 5500 (2024)
Creator: Stevenson Supply & Tractor Co.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stevenson Supply & Tractor Co. 401(k) Plan

401(k) retirement plan · Stevenson Supply & Tractor Co.'s Stevenson Supply & Tractor Co. 401(k) Plan held $210K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$210K

Net assets (EOY)

$210K

People on this filing

Richard Tatum signed Stevenson Supply & Tractor Co.'s 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Stevenson Supply & Tractor Co.'s EIN is 68-0213642.

EIN 68-0213642

Plan number 001

Plan year 2024

ACK ID 20251009171318NAL0011445280001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stevenson Supply & Tractor Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stevenson Supply & Tractor Co.'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 STEVENSON SUPPLY & TRACTOR CO..

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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 (89th percentile).

Plan sponsor

Name

STEVENSON SUPPLY & TRACTOR CO.

EIN

all filings

Address

3601 REGIONAL PARKWAY · SANTA ROSA, CA · 95403

Phone

(707) 575-3335

Industry

Real Estate

Plan administrator