Original filing (PDF)20250701113856NAL0029471298002

BYRON CLAY STEPHENS

Name: BYRON CLAY STEPHENS — STEPHENS INSURANCE RETIREMENT PLAN, Form 5500 (2024)
Creator: BYRON CLAY STEPHENS

Form 5500-SF

FILING_RECEIVED

STEPHENS INSURANCE RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$111K

Net assets (EOY)

$111K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BYRON CLAY STEPHENS.

Plan sponsor

Name

BYRON CLAY STEPHENS

DBA

STEPHENS INSURANCE

EIN

76-0527632all filings

Address

11200 BROADWAY ST. STE 2743 · PEARLAND, TX · 77584

Phone

(281) 485-0039

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-01

Pension benefit codes

2A · Age/service weighted or new comparability

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)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

NASH INSURANCE ASSOCIATES LLC

NASH INSURANCE ASSOCIATES LLC 401(K) PLAN

$111K · 15 participants

VC INSURANCE AGENCY, LLC

VC INSURANCE AGENCY, LLC 401(K) PLAN

$111K · 2 participants

ADAM GUSS INSURANCE AGENCY INC

ADAM GUSS INSURANCE AGENCY, INC. 401K PLAN

$111K · 6 participants

BERLING AGENCY LLC

BERLING AGENCY LLC 401(K) PROFIT SHARING PLAN AND TRUST

$111K · 3 participants

MEA FINANCIAL, LLC

MEA FINANCIAL, LLC 401(K) PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.