STEPHENS INVESTMENT
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
7
Active participants
3,564
Total plan assets
$290.8M
Filings (rows)
7
Direct comp
$86K
Indirect comp
$0
Aggregating 2 name variants under "STEPHENS INVESTMENT"
SERVICES PROVIDED
Other6
Advisor / Consultant1
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| STEPHENS SMALL CAP GROWTH CIT | 6 |
Top plans served
All 7 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| MERITER HEALTH SERVICES, INC. MERITER HEALTH SERVICES EMPLOYEE RETIREMENT PLAN | MADISON, WI | Advisor / Consultant INVESTMENT ADVISORY | 1,108 | $205.1M | $11K |
| WEHCO MEDIA, INC. & SUBSIDIARIES WEHCO PROFIT SHARING PLAN | LITTLE ROCK, AR | Other NONE | 640 | $20.8M | $18K |
| WEHCO MEDIA, INC. & SUBSIDIARIES WEHCO PROFIT SHARING PLAN | LITTLE ROCK, AR | Other NONE | 653 | $19.7M | $15K |
| WEHCO MEDIA, INC. & SUBSIDIARIES WEHCO PROFIT SHARING PLAN | LITTLE ROCK, AR | Other NONE | 654 | $18.0M | $19K |
| WEHCO VIDEO INC. & SUBSIDIARIES WEHCO VIDEO PROFIT SHARING PLAN | LITTLE ROCK, AR | Other NONE | 166 | $9.7M | $8K |
| WEHCO VIDEO INC. & SUBSIDIARIES WEHCO VIDEO PROFIT SHARING PLAN | LITTLE ROCK, AR | Other NONE | 170 | $9.4M | $7K |
| WEHCO VIDEO INC. & SUBSIDIARIES WEHCO VIDEO PROFIT SHARING PLAN | LITTLE ROCK, AR | Other NONE | 173 | $8.0M | $8K |