Original filing (PDF)20250626222916NAL0013046592001

STEPHENS ENGINEERING COMPANY

Name: STEPHENS ENGINEERING COMPANY — STEPHENS & JOHNSON-STEPHENS ENGINEERING 401(K) SAVINGS PLAN, Form 5500 (2024)
Creator: STEPHENS ENGINEERING COMPANY

Form 5500-SF

FILING_RECEIVED

STEPHENS & JOHNSON-STEPHENS ENGINEERING 401(K) SAVINGS PLAN

401(k) retirement plan

Active participants

109

Accounts w/ balance

Plan assets (EOY)

$20.1M

Net assets (EOY)

$20.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STEPHENS ENGINEERING COMPANY.

Plan sponsor

Name

STEPHENS ENGINEERING COMPANY

EIN

75-1291027

Address

P.O. BOX 2249 · WICHITA FALLS, TX · 76307

Phone

(940) 716-5373

Industry

Engineering Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-26

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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