How big is Stevens Group Financial Services LLC's plan?

Stevens Group Financial Services LLC's plan reported $3.2M in assets and 4 participants for 2024.

Original filing (PDF)20250722142051NAL0006323250002

Stevens Group Financial Services LLC

Name: Stevens Group Financial Services LLC — Stevens Group, Form 5500 (2024)
Creator: Stevens Group Financial Services LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stevens Group Financial Services LLC 401(k) Plan

401(k) retirement plan · Stevens Group Financial Services LLC's Stevens Group Financial Services LLC 401(k) Plan held $3.2M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

People on this filing

Mark D. Stevens signed Stevens Group Financial Services LLC's 2024 Form 5500 as plan administrator.

Mark D. Stevens — 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

Stevens Group Financial Services LLC's EIN is 81-3651279.

EIN 81-3651279

Plan number 001

Plan year 2024

ACK ID 20250722142051NAL0006323250002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stevens Group Financial Services LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stevens Group Financial Services LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEVENS GROUP FINANCIAL SERVICES LLC.

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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