How big is Stephens Family Limited's plan?

Stephens Family Limited's plan reported $2.1M in assets and 222 participants for 2023.

Original filing (PDF)20241015114513NAL0049091968001

Stephens Family Limited

Name: Stephens Family Limited — Stephens Media Group, Form 5500 (2023)
Creator: Stephens Family Limited
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stephens Media Group 401(k) Plan

401(k) retirement plan · Stephens Family Limited's Stephens Media Group 401(k) Plan held $2.1M in plan assets for 222 participants in 2023.

Signals · 1

No auditor on file

Active participants

222

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Jason Smith signed Stephens Family Limited's 2023 Form 5500 as plan administrator.

Jason Smith — 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

Stephens Family Limited's EIN is 73-1509707.

EIN 73-1509707

Plan number 001

Plan year 2023

ACK ID 20241015114513NAL0049091968001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Stephens Family Limited from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Stephens Family Limited'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 FAMILY LIMITED.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (1st percentile).

Helping the score