How big is James Scott Stevens' plan?

James Scott Stevens' plan reported $577K in assets and 6 participants for 2024.

Original filing (PDF)20250702131751NAL0007651459001

James Scott Stevens

Name: James Scott Stevens — Stevens Financial Group 401(k), Form 5500 (2024)
Creator: James Scott Stevens
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stevens Financial Group 401(k) Plan

401(k) retirement plan · James Scott Stevens' Stevens Financial Group 401(k) Plan held $577K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$577K

Net assets (EOY)

$577K

People on this filing

James Scott Stevens signed James Scott Stevens' 2024 Form 5500 as plan administrator.

James Scott 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

James Scott Stevens' EIN is 82-0517084.

EIN 82-0517084

Plan number 001

Plan year 2024

ACK ID 20250702131751NAL0007651459001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for James Scott Stevens from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

James Scott Stevens' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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