# Stephens Independence Ventures, INC. DC Plan
Source: https://planprovider.pro/companies/stephens-independence-ventures-inc-plan

> Stephens Independence Ventures, INC.'s DC plan: 6 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|

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