How big is Stevens Capital Partners Inc.'s plan?

Stevens Capital Partners Inc.'s plan reported $259K in assets and 4 participants for 2023.

Original filing (PDF)20241011081957NAL0021512881001

Stevens Capital Partners Inc.

Name: Stevens Capital Partners Inc. — Stevens Capital, Form 5500 (2023)
Creator: Stevens Capital Partners Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stevens Capital Partners Inc. 401(k) Plan

401(k) retirement plan · Stevens Capital Partners Inc.'s Stevens Capital Partners Inc. 401(k) Plan held $259K in plan assets for 4 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$259K

Net assets (EOY)

$259K

Plan identifiers

Stevens Capital Partners Inc.'s EIN is 86-1449497.

EIN 86-1449497

Plan number 001

Plan year 2023

ACK ID 20241011081957NAL0021512881001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Stevens Capital Partners Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Stevens Capital Partners Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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