How big is Stephens Engineering Company's plan?

Stephens Engineering Company's plan reported $20.1M in assets and 109 participants for 2024.

Original filing (PDF)20250626222916NAL0013046592001

Stephens Engineering Company

Name: Stephens Engineering Company — Stephens & Johnson-St, Form 5500 (2024)
Creator: Stephens Engineering Company
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stephens & Johnson-Stephens Engineering 401(k) Savings Plan

401(k) retirement plan · Stephens Engineering Company's Stephens & Johnson-Stephens Engineering 401(k) Savings Plan held $20.1M in plan assets for 109 participants in 2024.

Active participants

109

Accounts w/ balance

Plan assets (EOY)

$20.1M

Net assets (EOY)

$20.1M

Plan identifiers

Stephens Engineering Company's EIN is 75-1291027.

EIN 75-1291027

Plan number 002

Plan year 2024

ACK ID 20250626222916NAL0013046592001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stephens Engineering Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stephens Engineering Company'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 ENGINEERING COMPANY.

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Plan health score

Above-average plan

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 IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

Helping the score