Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STEVENS & COMPANY LLC
EIN 20-0754684Retail TradeLatest filing 2025
Plans
3
Retirement
3
$1.6M assets
Welfare
0
Participants
38
14 EAST 60TH STREET, SUITE 502 - NEW YORK, NY 10022212-684-6666
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $1.6M assets / 38 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
HOSPITALITY HOUSE 401(K) PLAN
401k
Assets$985K
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
STEVENS & COMPANY LLC DEFINED BENEFIT PLAN
TraditionalDB
Assets$422K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
STEVENS & COMPANY LLC PROFIT SHARING PLAN
ProfitSharing
Assets$147K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HOSPITALITY HOUSE 401(K) PLAN | 401k | $985K | 22 | 2024 | |
| 002 | STEVENS & COMPANY LLC DEFINED BENEFIT PLAN | TraditionalDB | $422K | 7 | 2024 | |
| 003 | STEVENS & COMPANY LLC PROFIT SHARING PLAN | ProfitSharing | $147K | 9 | 2025 |
Retirement plans