Stephens Employees' 401(k) Profit Sharing Plan And Trust
Sponsored by Stephens Shared Services Llc · EIN 272059091 · Plan #002 · Little Rock, AR
- Total assets
- $409M
- Net assets
- $409M
- Active participants
- 1,399
- With balances
- 1,804
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $167,575 |
| Friday Eldredge & Clark | Accounting, Plan administrator, Other services | $13,393 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |