Form 5500 Search

STEPHENS GROUP

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
26
Active participants
11,004
Total plan assets
$357.7M
Filings (rows)
26
Direct comp
$674K
Indirect comp
$0
Aggregating 2 name variants under "STEPHENS GROUP"

SERVICES PROVIDED

Advisor / Consultant23
Other3

Top plans served

All 26 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
HUGG & HALL EQUIPMENT CO.
HUGG & HALL EQUIPMENT 401(K) PROFIT SHARING PLAN
LITTLE ROCK, AR
Advisor / Consultant
INVESTMENT ADVISOR
790$45.6M$46K
HUGG & HALL EQUIPMENT CO.
HUGG & HALL EQUIPMENT 401(K) PROFIT SHARING PLAN
LITTLE ROCK, AR
Advisor / Consultant
INVESTMENT ADVISOR
702$37.8M$37K
HFA-AE LTD.
HFA ENTERPRISES, LTD. 401(K) PLAN
BENTONVILLE, AR
Advisor / Consultant
INVESTMENT ADVISOR
400$30.1M$26K
HUGG & HALL EQUIPMENT CO.
HUGG & HALL EQUIPMENT 401(K) PROFIT SHARING PLAN
LITTLE ROCK, AR
Advisor / Consultant
INVESTMENT ADVISOR
611$29.1M$34K
ANTHONY TIMBERLANDS, INC.
ANTHONY TIMBERLANDS, INC. 401(K) RETIREMENT PLAN
BEARDEN, AR
Advisor / Consultant
INVESTMENT ADVISOR
583$19.1M$35K
STERILE COMPOUNDING OF AMERICA
SCA PHARMACEUTICALS 401(K) PLAN
LITTLE ROCK, AR
Advisor / Consultant
INVESTMENT ADVISOR
479$17.0M$20K
ANTHONY TIMBERLANDS, INC.
ANTHONY TIMBERLANDS, INC. 401(K) RETIREMENT PLAN
BEARDEN, AR
Advisor / Consultant
INVESTMENT ADVISOR
532$16.6M$31K
SPITZER INDUSTRIES, INC.
SPITZER INDUSTRIES, INC. EE'S SAVINGS & PROFIT SHARING PLAN
HOUSTON, TX
Other
RETAINED BY EMPLOYER
553$16.3M$42K
ANTHONY TIMBERLANDS, INC.
ANTHONY TIMBERLANDS, INC. 401(K) RETIREMENT PLAN
BEARDEN, AR
Advisor / Consultant
INVESTMENT ADVISOR
565$14.3M$32K
SPITZER INDUSTRIES, INC.
SPITZER INDUSTRIES, INC. EE'S SAVINGS & PROFIT SHARING PLAN
HOUSTON, TX
Other
RETAINED BY EMPLOYER
522$13.4M$36K
SPITZER INDUSTRIES, INC.
SPITZER INDUSTRIES, INC. EE'S SAVINGS & PROFIT SHARING PLAN
HOUSTON, TX
Other
RETAINED BY EMPLOYER
445$11.4M$37K
SANDERS SUPPLY, INC.
SANDERS SUPPLY, INC. 401(K) PLAN
HOT SPRINGS, AR
Advisor / Consultant
INVESTMENT ADVISOR
156$11.3M$28K
DENTAL DEPOT DSO, LLC
DENTAL DEPOT 401(K) PLAN
OKC, OK
Advisor / Consultant
INVESTMENT ADVISOR
821$10.6M$29K
WELSCO, INC.
WELSCO, INC. 401(K) PLAN
NORTH LITTLE ROCK, AR
Advisor / Consultant
INVESTMENT ADVISOR
105$9.8M$23K
HEARTLAND CATFISH COMPANY, INC.
THE HEARTLAND CATFISH/TACKETT FARMS 401(K) PLAN
ITTA BENA, MS
Advisor / Consultant
INVESTMENT ADVISOR
360$9.3M$21K
SANDERS SUPPLY
SANDERS SUPPLY, INC. 401(K) PLAN
HOT SPRINGS, AR
Advisor / Consultant
INVESTMENT ADVISOR
135$9.2M$13K
WELSCO, INC.
WELSCO, INC. 401(K) PLAN
NORTH LITTLE ROCK, AR
Advisor / Consultant
INVESTMENT ADVISOR
107$8.9M$20K
HEARTLAND CATFISH COMPANY, INC.
THE HEARTLAND CATFISH/TACKETT FARMS 401(K) PLAN
ITTA BENA, MS
Advisor / Consultant
INVESTMENT ADVISOR
350$8.0M$5K
DENTAL DEPOT DSO, LLC
DENTAL DEPOT 401(K) PLAN
OKLAHOMA CITY, OK
Advisor / Consultant
INVESTMENT ADVISOR
729$7.5M$21K
WELSCO, INC.
WELSCO, INC. 401(K) PLAN
NORTH LITTLE ROCK, AR
Advisor / Consultant
INVESTMENT ADVISOR
102$7.5M$20K
SUMMIT INDUSTRIAL CONSTRUCTION, LLC
SUMMIT INDUSTRIAL CONSTRUCTION, LLC PROFIT SHARING 401(K) PLAN
HOUSTON, TX
Advisor / Consultant
INVESTMENT ADVISOR
431$5.6M$16K
DENTAL DEPOT DSO, LLC
DENTAL DEPOT 401(K) PLAN
OKLAHOMA CITY, OK
Advisor / Consultant
INVESTMENT ADVISOR
690$5.6M$18K
RICHSMITH DEVELOPMENT, LLC
RICHSMITH DEVELOPMENT, LLC 401(K) RETIREMENT PLAN
NORTH LITTLE ROCK, AR
Advisor / Consultant
INVESTMENT ADVISOR
322$5.6M$19K
RICHSMITH DEVELOPMENT, LLC
RICHSMITH DEVELOPMENT, LLC 401(K) RETIREMENT PLAN
NORTH LITTLE ROCK, AR
Advisor / Consultant
INVESTMENT ADVISOR
225$4.5M$19K
SUMMIT INDUSTRIAL CONSTRUCTION, LLC
SUMMIT INDUSTRIAL CONSTRUCTION, LLC PROFIT SHARING 401(K) PLAN
HOUSTON, TX
Advisor / Consultant
INVESTMENT ADVISOR
289$3.6M$14K
SUMMIT INDUSTRIAL CONSTRUCTION, LLC
SUMMIT INDUSTRIAL CONSTRUCTION, LLC PROFIT SHARING 401(K) PLAN
HOUSTON, TX
Advisor / Consultant
INVESTMENT ADVISOR
0$0$32K
STEPHENS GROUP — Form 5500 Service Provider Profile | Form 5500 Search