# Stephens Shared Services LLC 401(k) Plan
Source: https://planprovider.pro/companies/stephens-shared-services-llc-272059091-501

> Stephens Shared Services LLC's 401(k) plan: 1,246 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Stephens Shared Services LLC

- **Sponsor EIN:** 272059091

- **Sponsor Address:** P.O. BOX 3507, LITTLE ROCK, AR, 72203

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 1,246

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **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|1,246|$0|$0|$0|

| 2024|1,275|$0|$0|$0|

| 2023|1,265|$0|$0|$0|

| 2022|1,209|$0|$0|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| UMR, INC.|Other Service Provider|$706,765|$21,968|$728,733|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $728,733

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2025|—|—|—|—|—|

| 2024|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

## Similar Plans

- [Arcbest Corporation](https://planprovider.pro/companies/arcbest-corporation-401k-plan) — 4,941 participants

- [Arcbest Corporation](https://planprovider.pro/companies/arcbest-corporation-710673405-506) — 4,588 participants

- [Arcbest Corporation](https://planprovider.pro/companies/arcbest-corporation-710673405-502) — 4,120 participants

- [Arcbest Corporation](https://planprovider.pro/companies/arcbest-corporation-710673405-504) — 2,948 participants

- [Mclarty Automotive Group](https://planprovider.pro/companies/mclarty-automotive-group-474708714-501) — 1,650 participants

- [Stephens Shared Services LLC](https://planprovider.pro/companies/stephens-shared-services-llc-401k-plan) — 1,399 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/stephens-shared-services-llc-272059091-501)

© 2026 PlanProvider.Pro