Stephens Wealth Management Group I

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

Active participants

623

Total plan assets

$69.5M

Filings (rows)

Direct comp

Indirect comp

$151K

SERVICES PROVIDED

Advisor / Consultant3

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Financial Plus Credit Union Financial Plus Credit Union Retirement Plan · all filings	FLINT, MI	Advisor / Consultant	260	$30.4M	$0	$58K
Financial Plus Credit Union Financial Plus Credit Union Retirement Plan · all filings	FLINT, MI	Advisor / Consultant	189	$21.2M	$0	$46K
Financial Plus Credit Union Financial Plus Credit Union Retirement Plan · all filings	FLINT, MI	Advisor / Consultant	174	$17.8M	$0	$48K