Original filing (PDF)20240503220059NAL0024314272069

STEVENS TAX & FINANCIAL SERVICES, INC.

Name: STEVENS TAX & FINANCIAL SERVICES, INC. — STEVENS TAX & FINANCIAL SERVICES, INC. 401(K) PLAN, Form 5500 (2023)
Creator: STEVENS TAX & FINANCIAL SERVICES, INC.

Form 5500-SF

FILING_RECEIVED

STEVENS TAX & FINANCIAL SERVICES, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$65K

Net assets (EOY)

$65K

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 STEVENS TAX & FINANCIAL SERVICES, INC..

Plan sponsor

Name

STEVENS TAX & FINANCIAL SERVICES, INC.

EIN

83-3203316all filings

Address

16601 IVY LAKE DRIVE · ODESSA, FL · 33556

Phone

(813) 789-8075

Industry

Professional & Technical Servicessee all

Plan administrator