# Stephenson & Company, INC. DC Plan
Source: https://planprovider.pro/companies/stephenson-company-inc-811124741-003

> Stephenson & Company, INC.'s DC plan: 5 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Stephenson & Company, INC.

- **Sponsor EIN:** 811124741

- **Sponsor Address:** 241 AVENIDA DEL MAR, SAN CLEMENTE, CA, 92672

- **Plan Type:** DC

- **Plan Number:** 003

- **Total Participants:** 5

- **Total Assets:** $2.0M

## 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|5|$2.0M|$0|$0|

| 2024|4|$1.7M|$94,119|$0|

| 2023|4|$1.4M|$117,223|$0|

| 2022|4|$1.3M|$80,238|$0|

## Similar Plans

- [Franklin Resources, INC.](https://planprovider.pro/companies/franklin-resources-inc-401k-plan) — 6,876 participants

- [Franklin Resources, INC.](https://planprovider.pro/companies/franklin-resources-inc-132670991-507) — 3,973 participants

- [Pantheon Freedom, INC.](https://planprovider.pro/companies/pantheon-freedom-inc-401k-plan) — 2,400 participants

- [Edelman Financial Engines, LLC](https://planprovider.pro/companies/edelman-financial-engines-llc-401k-plan) — 2,396 participants

- [Allianz Asset Management Of America LLC](https://planprovider.pro/companies/allianz-asset-management-of-america-llc-401k-plan) — 2,228 participants

- [Pacific Investment Management Company LLC](https://planprovider.pro/companies/pacific-investment-management-company-llc-330629048-501) — 2,213 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/stephenson-company-inc-811124741-003)

© 2026 PlanProvider.Pro