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

Stevens Capital Partners Inc.'s plan reported $411K in assets and 6 participants for 2024.

Original filing (PDF)20251013121924NAL0001920144001

Stevens Capital Partners Inc.

Name: Stevens Capital Partners Inc. — Stevens Capital, Form 5500 (2024)
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 $411K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$411K

Net assets (EOY)

$411K

Plan identifiers

Stevens Capital Partners Inc.'s EIN is 87-3104700.

EIN 87-3104700

Plan number 001

Plan year 2024

ACK ID 20251013121924NAL0001920144001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stevens Capital Partners Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 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