Plans listing this provider
13
0.02% of the 56,420 plans with Schedule H financials; 14 in 2023
Providers › Stephens Inc
Stephens Inc
- Service provider, as named on Schedule C
- EIN 710641478
- Plan year 2024
- Direct compensation reported $930,426
Assets of those plans
$1,198,901,029
0.02% of all Schedule H plan assets
Plans where it is the recordkeeper
2
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$930,426
92% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 50 | Direct payment from the plan | 9 |
| 27 | Investment advisory (plan) | 6 |
| 99 | Other fees | 3 |
| 15 | Recordkeeping and information management | 2 |
| 16 | Consulting (general) | 2 |
| 21 | Trustee (bank, trust company or similar) | 2 |
| 23 | Insurance services | 2 |
| 49 | Other services | 2 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Billerud Americas Corporation Retirement Savings Plan for Non Union Employees | Billerud Americas | $360,224,460 | 1,309 | $93,192 |
| Billerud Americas Corporation Retirement Savings Plan for Bargained Employees | Billerud Americas | $315,017,777 | 1,621 | $72,916 |
| NAB Pension Retirement Plan & Trust | Nabholz Group | $155,159,106 | 1,758 | $206,271 |
| Radiology Associates, P.A. Profit Sharing Plan | Radiology Associates | $115,900,490 | 201 | $191,947 |
| Arkansas Children's Defined Contribution Retirement Plan | Arkansas Children's | $99,299,605 | 3,955 | $17,000 |
| Arisa Health 401(k) Plan | Arisa Health | $48,294,382 | 1,233 | $0 |
| Bank of England Mortgage 401(k) Planrecordkeeper | Bank of England | $32,667,679 | 383 | $113,578 |
| Z.V. Pate Group Retirement Savings & Profit Sharing Plan | Z.V. Pate | $24,782,060 | 253 | $43,690 |
| Clark Contractors, LLC. 401(k) Plan | Clark Contractors | $18,265,079 | 172 | $43,230 |
| Families, Inc. 401(k) Plan | Families | $12,946,768 | 119 | $64,581 |
| Access Group, Inc. 401(k) Plan | Access Group | $6,839,747 | 156 | $29,433 |
| The Manhattan Children's Center 401(k) Profit Sharing Plan & TRrecordkeeper | Manhattan Childrens Center | $4,872,106 | 319 | $30,663 |
| Carelink 401(k) Plan | Central Arkansas Area Agency on Aging | $4,631,770 | 200 | $23,925 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.