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STEPHEN — Form 5500 Service Provider Profile | Form 5500 Search
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STEPHEN
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
1
Active participants
155
Total plan assets
$6.1M
Filings (rows)
1
Direct comp
$22K
Indirect comp
$0
Other variants under "STEPHEN"
STEPHENS
78
STEPHEN HORN INSURANCE SERVICES
69
STEPHENS GROUP ASSET MANAGEMENT
22
STEPHEN HORN INSURANCE
22
STEPHENS INSURANCE
18
STEPHEN J O BRIEN & ASSOCIATES
14
STEPHEN HORN INSURANCE SVCS
12
STEPHEN M KOCH & CO
6
SERVICES PROVIDED
Advisor / Consultant
1
Top plans served
All 1 plans
Sponsor / Plan
Location
Service
Participants
Assets
Direct comp
WT TRANSFER HOLDING COMPANY, LLC
WT TRANSFER HOLDING COMPANY, LLC 401(K) PROFIT SHARING PLAN
SPRINGDALE, AR
Advisor / Consultant
INVESTMENT ADVISOR
155
$6.1M
$22K
STEPHENS INVESTMENTS
6
STEPHEN HORN INSURANCE SVC
6
STEPHEN B MARVIN AGENCY
6
STEPHEN TAO
5
STEPHEN J O BRIEN & ASSOCIATES LL
5
STEPHEN LOURO
5
STEPHEN C HIMEL CPA
5
STEPHEN HORN
5
STEPHENSON NATIONAL BANK & TRUST
4
STEPHEN O BEIRNE
4
STEPHEN ELDRIDGE &
4
STEPHENS VALUATION SYSTEMS
4
STEPHENS GROUP ASSET
4
STEPHENS REIDINGER & BELLER LLP
3
STEPHEN ELDRIDGE & CO
3
STEPHEN SCHULZ
3
STEPHENS KATHERINE
3
STEPHEN GARRIQUES
3
STEPHENS WEALTH MANAGEMENT GROUP I
3
STEPHEN MOGILA
3
STEPHEN M PERLITSH
3
STEPHEN M SERGAY M D
3
STEPHEN C HIMEL - CERTIFIED PUBLIC
3
STEPHEN CRAVEN
3
STEPHEN LINDON THOMAS
3
STEPHEN J O BRIEN
3
STEPHEN POWERS
3
STEPHENS CAPITAL MANAGEMENT
3
STEPHEN MACCIOCCHI PH D
3
STEPHEN FRIEDMAN
3
STEPHEN J OBRIEN & ASSOCIATES
3
STEPHEN J OBRIEN ESQ
3
STEPHENSON & CO
2
STEPHEN DOUGLAS
2
STEPHEN T DAWSON
2
STEPHEN GOLDBLATT
2
STEPHEN GOLDMAN
2
STEPHEN F OBEIRNE
2
STEPHEN WILSON
1
STEPHEN F O BEIRNE ESQ
1
STEPHEN JONES
1
STEPHEN A TAYLOR WEALTH MANAGEMENT
1
