Assets by plan
Share of aggregate retirement assets
Filings through .
Stephen J. Dennis Esq. PLC
EIN 05-0488375Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$3.9M assets
Health & Benefits
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 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
THE STEPHEN J. DENNIS 401(K) PLAN
401(k)
Assets$2.3M
Participants22
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
THE STEPHEN J DENNIS CASH BALANCE PLAN
Cash balance
Assets$1.6M
Participants10
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | THE STEPHEN J. DENNIS 401(K) PLAN | 401(k) | $2.3M | 22 | 2025 |
| #002 | THE STEPHEN J DENNIS CASH BALANCE PLAN | Cash balance | $1.6M | 10 | 2025 |
- #001 · 401(k) · 202522
- #002 · Cash balance · 202510
Retirement plans