Filings through .
Sponsor portfolio
Stevens Financial Management Co Inc.
EIN 26-1730293Finance and InsuranceLatest filing 2024
Plans
1
Retirement
1
$290K assets
Welfare
0
Participants
3
401 W GRAND ST., SUITE D - MARSHALL, TX 75670903-938-3771
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | STEVENS FINANCIAL MANAGEMENT CO INC. 401K PLAN | 401(k) | $290K | 3 | 2024 |
Retirement plans