Sponsor portfolio
JERRY STEPHENS
EIN 62-0979478Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$1.6M assets
Welfare
1
Participants
12
540 HILLSBORO HWY - MANCHESTER, TN 373551767931-728-4741
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
JERRY STEPHENS PROFIT SHARING PLAN
ProfitSharing
Assets$1.6M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#001
JERRY STEPHENS PROFIT SHARING PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JERRY STEPHENS PROFIT SHARING PLAN | ProfitSharing | $1.6M | 6 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 001 | JERRY STEPHENS PROFIT SHARING PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans