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  2. STEPHENS, MCCARTHY, LANCASTER, LLC
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STEPHENS, MCCARTHY, LANCASTER, LLC

EIN 68-0415485-utilities-Latest filing 2025
Plans
1
Retirement
1
$8.0M assets
Welfare
0
Participants
12
3835 CYPRESS DRIVE, SUITE 206 - PETALUMA, CA 94954707-769-2670stephens-mccarthy-lancaster.comLinkedIn11-50 employeesutilities
Plans on this EIN
1 filing
#001401k-$8.0M - 12 part

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Retirement#001

STEPHENS, MCCARTHY, LANCASTER, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$8.0M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001STEPHENS, MCCARTHY, LANCASTER, LLC 401(K) PROFIT SHARING PLAN401k$8.0M122025
Retirement plans
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