How big is Stevens & Associates COST REDU's plan?

Stevens & Associates COST REDU's plan reported $1.2M in assets and 4 participants for 2024.

Original filing (PDF)20250625135951NAL0011647280001

Stevens & Associates COST REDU

Name: Stevens & Associates COST REDU — Stevens & Associate, Form 5500 (2024)
Creator: Stevens & Associates COST REDU
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stevens & Associates COST REDU 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Stevens & Associates COST REDU's Stevens & Associates COST REDU 401(k) Profit Sharing Plan & Trust held $1.2M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Todd Stevens signed Stevens & Associates COST REDU's 2024 Form 5500 as plan administrator.

Todd 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 & Associates COST REDU's EIN is 84-1290673.

EIN 84-1290673

Plan number 001

Plan year 2024

ACK ID 20250625135951NAL0011647280001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stevens & Associates COST REDU from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stevens & Associates COST REDU's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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