Stephens Shared Services LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Stephens Shared Services LLC (EIN 272059091)
  • Plan Type: 401(k)
  • Total Participants: 1,399
  • Total Assets: $409.3M
  • Sponsor State: AR

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20241,399$409.3M$4.2M$16.0M
20231,384$360.2M$3.3M$15.4M
20221,319$309.1M$4.3M$14.0M

Service Providers

  • BAKER TILLY US LLP — Accountant / Independent Qualified Public Accountant

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