Form 5500 Search

STEPHENS VALUATION SYSTEMS

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
4
Active participants
4,442
Total plan assets
$95.1M
Filings (rows)
4
Direct comp
$187K
Indirect comp
$0

SERVICES PROVIDED

Other3
Recordkeeper1

Top plans served

All 4 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
BOT, MILLWRIGHTS PENSION PLAN
MILLWRIGHTS PENSION PLAN
SUGAR LAND, TX
Other
NONE
4,186$41.3M$121K
BOARD OF TRUSTEES ASBESTOS WORKERS LOCAL NO. 87 DEFINED CONTRIBUTION P
ASBESTOS WORKERS LOCAL NO. 87 DEFINED CONTRIBUTION PLAN
HOUSTON, TX
Other
NONE
159$28.6M$24K
BOARD OF TRUSTEES ASBESTOS WORKERS LOCAL NO. 87 DEFINED CONTRIBUTION P
ASBESTOS WORKERS LOCAL NO. 87 DEFINED CONTRIBUTION PLAN
HOUSTON, TX
Recordkeeper
RECORDKEEPER
97$25.3M$10K
BOT, MILLWRIGHTS PENSION PLAN
MILLWRIGHTS PENSION PLAN
SUGAR LAND, TX
Other
NONE
0$0$33K
STEPHENS VALUATION SYSTEMS — Form 5500 Service Provider Profile | Form 5500 Search