Assets by plan
Share of aggregate retirement assets
60%top
Sponsor portfolio
STEPHEN J. DENNIS ESQ. PLC
EIN 05-0488375Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$3.9M assets
Welfare
0
Participants
32
127 DORRANCE STREET SUITE 7A - PROVIDENCE, RI 02903401-453-1355
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.9M assets / 32 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE STEPHEN J. DENNIS 401(K) PLAN
401k
Assets$2.3M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
THE STEPHEN J DENNIS CASH BALANCE PLAN
CashBalance
Assets$1.6M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE STEPHEN J. DENNIS 401(K) PLAN | 401k | $2.3M | 22 | 2025 | |
| 002 | THE STEPHEN J DENNIS CASH BALANCE PLAN | CashBalance | $1.6M | 10 | 2025 |
Retirement plans