How big is Norris & Stevens Inc.'s plan?

Norris & Stevens Inc.'s plan reported $3.8M in assets and 224 participants for 2024.

Original filing (PDF)20251009174302NAL0016195762001

Norris & Stevens Inc.

Name: Norris & Stevens Inc. — Norris & Stevens Inc. 401(k), Form 5500 (2024)
Creator: Norris & Stevens Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Norris & Stevens Inc. 401(k) Plan

401(k) retirement plan · Norris & Stevens Inc.'s Norris & Stevens Inc. 401(k) Plan held $3.8M in plan assets for 224 participants in 2024.

Signals · 1

No auditor on file

Active participants

224

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

People on this filing

Patrick Nicholes signed Norris & Stevens Inc.'s 2024 Form 5500 as plan administrator.

Patrick Nicholes — 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

Norris & Stevens Inc.'s EIN is 93-0570087.

EIN 93-0570087

Plan number 002

Plan year 2024

ACK ID 20251009174302NAL0016195762001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score