Plan Snapshot
- Plan Sponsor: Stephens Properties, INC.
- Sponsor EIN: 680223725
- Sponsor Address: P.O. BOX 750007, PETALUMA, CA, 94975
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $19.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 4 | $19.6M | $4,754 | $4,754 |
| 2023 | 4 | $20.3M | $8,738 | $0 |
| 2022 | 4 | $20.5M | $9,570 | $0 |