STEPHENSON & CO
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
2
Active participants
244
Total plan assets
$26.4M
Filings (rows)
2
Direct comp
$0
Indirect comp
$50K
SERVICES PROVIDED
Advisor / Consultant2
Top plans served
All 2 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| AIRE-RITE AIRCONDITIONING & REFRIGERATION AIRE-RITE AIRCONDITIONING REFRIGERATION, INC. 401(K) PROFIT | HUNTINGTON BEACH, CA | Advisor / Consultant INVESTMENT ADVISORY | 138 | $16.1M | $0 |
| AIRE-RITE AIRCONDITIONING & REFRIGERATION AIRE-RITE AIRCONDITIONING REFRIGERATION, INC. 401(K) PROFIT | HUNTINGTON BEACH, CA | Advisor / Consultant INVESTMENT ADVISORY | 106 | $10.3M | $0 |