Plan Snapshot
- Plan Sponsor: Stephens Independence Ventures, INC.
- Sponsor EIN: 844952742
- Sponsor Address: 2347 WILLOW DR, PORTLAND, TX, 78374
- Plan Type: DC
- Total Participants: 6
- Total Assets: $1.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 6 | $1.6M | $8,750 | $20,381 |
| 2024 | 5 | $1.5M | $10,998 | $22,972 |
| 2023 | 5 | $1.4M | $12,441 | $24,478 |
| 2022 | 7 | $1.2M | $13,281 | $26,480 |