The Stephens Group, Llc 401(k) Plan
Sponsored by The Stephens Group, Llc · EIN 204948475 · Plan #001
- Total assets
- $33.0M
- Net assets
- $33.0M
- Active participants
- 114
- With balances
- 112
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $4,632 |
| The Finway Group Llc | Contract administrator | $4,365 |
| Leafhouse Financial Advisors, Llc | Other fees | $1,437 |