· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
STEVENS VENTURES — STEVENS VENTURES 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20240503205940NAL0020954755001
STEVENS VENTURES
Form 5500-SF
FILING_RECEIVED
STEVENS VENTURES 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
74
Accounts w/ balance
98
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
Plan health score (directional)
89
/ 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
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
STEVENS VENTURES
.
Find decision makers
Plan sponsor
Name
STEVENS VENTURES
EIN
81-3238025
Address
3216 SPOTTSWOOD ST - STE 106 · RALEIGH, NC · 27615
Phone
(919) 790-1222
Industry
Admin Support & Waste Mgmt
see all
Plan administrator
Name
ERISA FIDUCIARY SERVICES, INC.
EIN
47-1637791
City
HAUPPAUGE, NY
Phone
(631) 249-0500
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-05-03
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Admin Support & Waste Mgmt plans
THE SHANNAHAN WATER CO., INC
THE SHANNAHAN WATER CO., INC 401(K) PLAN
$1.9M · 53 participants
SINGLE SOURCE DISASTER RECOVERY SPECIALISTS, INC
SINGLE SOURCE DISASTER RECOVERY SPECIALISTS, INC. 401(K) PLAN
$1.9M · 26 participants
ENERGY RESOURCES USA
ENERGY RESOURCES USA 401(K) RETIREMENT PLAN
$1.9M · 44 participants
BRACKEN VOLUNTEER FIRE DEPARTMENT
BRACKEN VOLUNTEER FIRE DEPARTMENT 401(K) PLAN
$1.9M · 28 participants
WINEGARD ENERGY, INC.
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
WINEGARD ENERGY RETIREMENT SAVINGS PLAN
$1.9M · 48 participants
UNIVERSAL SITE SERVICES, INC.
ERS PLAN
$1.9M · 143 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants
