How big is Stevens & Guilbeaux Financial Consulting Group's plan?

Stevens & Guilbeaux Financial Consulting Group's plan reported $374K in assets and 4 participants for 2024.

Original filing (PDF)20250918095157NAL0002886258001

Stevens & Guilbeaux Financial Consulting Group

Name: Stevens & Guilbeaux Financial Consulting Group — Form 5500 Plan 001 (2024)
Creator: Stevens & Guilbeaux Financial Consulting Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stevens & Guilbeaux Financial Consulting Group, LLC 401(k) Plan

401(k) retirement plan · Stevens & Guilbeaux Financial Consulting Group's Stevens & Guilbeaux Financial Consulting Group, LLC 401(k) Plan held $374K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$374K

Net assets (EOY)

$374K

Plan identifiers

Stevens & Guilbeaux Financial Consulting Group's EIN is 82-1869541.

EIN 82-1869541

Plan number 001

Plan year 2024

ACK ID 20250918095157NAL0002886258001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Stevens & Guilbeaux Financial Consulting Group'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 & GUILBEAUX FINANCIAL CONSULTING GROUP.

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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