Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STEPHENS DESIGN GROUP
EIN 45-5412409designLatest filing 2025
Plans
2
Retirement
2
$986K assets
Welfare
0
Participants
13
547 WEST 27TH STREET, SUITE 616 - NEW YORK, NY 10001212-929-5100stephensdesigngroup.comLinkedIn1-10 employeesdesign
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $986K assets / 13 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
STEPHENS DESIGN GROUP 401(K) PROFIT SHARING PLAN
401k
Assets$764K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
STEPHENS DESIGN GROUP CASH BALANCE PLAN
CashBalance
Assets$222K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | STEPHENS DESIGN GROUP 401(K) PROFIT SHARING PLAN | 401k | $764K | 8 | 2025 | |
| 002 | STEPHENS DESIGN GROUP CASH BALANCE PLAN | CashBalance | $222K | 5 | 2024 |
Retirement plans