· 2022–2024 · DOL EFAST2

CHARLES STEPHEN AND COMPANY, INC. — CHARLES STEPHEN AND COMPANY, INC. CASH BALANCE PLAN, Form 5500 (2024)

Original filing (PDF)20250128115657NAL0025863154001

CHARLES STEPHEN AND COMPANY, INC.

Form 5500-SF

FILING_RECEIVED

CHARLES STEPHEN AND COMPANY, INC. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

0

Accounts w/ balance

—

Plan assets (EOY)

$0

Net assets (EOY)

$0

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

75

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHARLES STEPHEN AND COMPANY, INC..

Plan sponsor

Name

CHARLES STEPHEN AND COMPANY, INC.

EIN

85-0317269all filings

Address

P.O. BOX 35370 · ALBUQUERQUE, NM · 87176

Phone

(505) 884-0451

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-12

Filed

2025-01-28

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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