Stephens Inc. — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Stephens Inc. is reported as a service provider on 26 loaded Form 5500 filing(s) across 25 plan sponsor(s) and 26 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,103,385 and reported indirect compensation totals $276,184.
Reported compensation summary
- Reported direct compensation
- $1,103,385
- Reported indirect compensation
- $276,184
- Total reported compensation
- $1,379,569
- Filings
- 26
- Plan sponsors
- 25
- Plans
- 26
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Southwest Power Pool, Inc. | AR | 1 | $276,358 |
| The Nabholz Group, Inc. | AR | 1 | $169,408 |
| Radiology Associates, P.A. | AR | 1 | $132,693 |
| Bank Of England | AR | 1 | $115,052 |
| Billerud Americas Corporation | OH | 2 | $110,850 |
| Arkansas Children'S, Inc | AR | 1 | $70,463 |
| Arisa Health, Inc | AR | 1 | $60,206 |
| Maverick Usa, Inc | AR | 1 | $59,389 |
| Cromwell Architects Engineers, Inc | AR | 1 | $57,417 |
| Families, Inc. | AR | 1 | $55,974 |
State footprint
Plans reporting Stephens Inc. are sponsored in AR (16), OH (3), MD (2), NY (1), TX (1), VA (1), GA (1), NC (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Southwest Power Pool, Inc. | Southwest Power Pool, Inc. Retirement Plan | 2023 | $276,358 | not reported in the loaded dataset |
| The Nabholz Group, Inc. | Nab Pension Retirement Plan & Trust | 2023 | $169,408 | not reported in the loaded dataset |
| Radiology Associates, P.A. | Radiology Associates, P.A. Profit Sharing Plan | 2023 | $132,693 | not reported in the loaded dataset |
| Bank Of England | Eng Lending 401(K) Plan | 2023 | $115,052 | $0 |
| Arkansas Children'S, Inc | Arkansas Children'S Retirement Plan | 2023 | $0 | $70,463 |
| Billerud Americas Corporation | Billerud Americas Corporation Retirement Savings Plan For Bargained Employees | 2023 | $68,724 | not reported in the loaded dataset |
| Arisa Health, Inc | Arisa Health 401(K) Plan | 2023 | $0 | $60,206 |
| Maverick Usa, Inc | Maverick Usa, Inc 401(K) Retirement Plan | 2023 | $0 | $59,389 |
| Cromwell Architects Engineers, Inc | Cromwell Architects Engineers, Inc. 401(K) Profit Sharing Plan | 2023 | $0 | $57,417 |
| Families, Inc. | Families, Inc. 401(K) Plan | 2023 | $55,974 | not reported in the loaded dataset |
| Z.V. Pate, Inc. | Z.V. Pate Group Retirement Savings & Profit Sharing Plan | 2023 | $43,385 | not reported in the loaded dataset |
| Billerud Americas Corporation | Billerud Americas Corporation Retirement Savings Plan For Non Union Employees | 2023 | $42,126 | not reported in the loaded dataset |
| Clark Contractors, LLC. | Clark Contractors, LLC. 401(K) Plan | 2023 | $33,704 | not reported in the loaded dataset |
| Access Group, Inc. | Access Group, Inc. 401(K) Plan | 2023 | $26,591 | not reported in the loaded dataset |
| Easterseals Arkansas | Easterseals Arkansas 403(B) Plan | 2023 | $26,010 | not reported in the loaded dataset |
| Inuvo, Inc. | Inuvo, Inc. 401(K) Plan | 2023 | $25,514 | not reported in the loaded dataset |
| Central Arkansas Area Agency On Aging, Inc. | Carelink 401(K) Plan | 2023 | $24,019 | not reported in the loaded dataset |
| Mortgage Assets Management, LLC | Mortgage Assets Management, LLC 401(K) Plan | 2023 | $24,000 | not reported in the loaded dataset |
| The Manhattan Childrens Center | The Manhattan Children'S Center 401(K) Profit Sharing Plan & Tr | 2023 | $18,788 | $0 |
| Johnson Regional Medical Center | Johnson Regional Medical Center 401(K) Plan | 2023 | $0 | $15,582 |
| General Electric Company, Operating As Ge Aerospace | General Electric Pension Trust | 2023 | $0 | $7,799 |
| Goodman Mcguffey Llp | Goodman Mcguffey Llp 401(K) Plan | 2023 | $7,704 | not reported in the loaded dataset |
| Thc | Thc 401(K) Plan | 2023 | $6,940 | not reported in the loaded dataset |
| Dominion Energy, Inc. | Dominion Energy, Inc. Defined Benefit Master Trust | 2023 | $0 | $5,328 |
| Holden Conner Conmac, LLC | Conmac Investments, Inc. 401(K) Profit Sharing Plan | 2023 | $4,651 | not reported in the loaded dataset |
| Transitions Healthcare, LLC | Transitions Healthcare, LLC 401(K) Plan | 2023 | $1,744 | not reported in the loaded dataset |
Related Form 5500 pages
- Southwest Power Pool, Inc. Retirement Plan (plan 001)
- Southwest Power Pool, Inc. — all reported plans
- Nab Pension Retirement Plan & Trust (plan 001)
- The Nabholz Group, Inc. — all reported plans
- Radiology Associates, P.A. Profit Sharing Plan (plan 001)
- Radiology Associates, P.A. — all reported plans
- Eng Lending 401(K) Plan (plan 002)
- Bank Of England — all reported plans
- Arkansas Children'S Retirement Plan (plan 001)
- Arkansas Children'S, Inc — all reported plans
- Billerud Americas Corporation Retirement Savings Plan For Bargained Employees (plan 006)
- Billerud Americas Corporation — all reported plans
- Arisa Health 401(K) Plan (plan 001)
- Arisa Health, Inc — all reported plans
- Maverick Usa, Inc 401(K) Retirement Plan (plan 001)
- Maverick Usa, Inc — all reported plans
- Cromwell Architects Engineers, Inc. 401(K) Profit Sharing Plan (plan 002)
- Cromwell Architects Engineers, Inc — all reported plans
- Families, Inc. 401(K) Plan (plan 001)
- Families, Inc. — all reported plans
- Z.V. Pate Group Retirement Savings & Profit Sharing Plan (plan 333)
- Z.V. Pate, Inc. — all reported plans
- Billerud Americas Corporation Retirement Savings Plan For Non Union Employees (plan 001)
- Clark Contractors, LLC. 401(K) Plan (plan 001)
- Clark Contractors, LLC. — all reported plans
- Access Group, Inc. 401(K) Plan (plan 001)
- Access Group, Inc. — all reported plans
- Easterseals Arkansas 403(B) Plan (plan 001)
- Easterseals Arkansas — all reported plans
- Inuvo, Inc. 401(K) Plan (plan 002)
- Inuvo, Inc. — all reported plans
- Carelink 401(K) Plan (plan 001)
- Central Arkansas Area Agency On Aging, Inc. — all reported plans
- Mortgage Assets Management, LLC 401(K) Plan (plan 001)
- Mortgage Assets Management, LLC — all reported plans
- The Manhattan Children'S Center 401(K) Profit Sharing Plan & Tr (plan 001)
- The Manhattan Childrens Center — all reported plans
- Johnson Regional Medical Center 401(K) Plan (plan 002)
- Johnson Regional Medical Center — all reported plans
- General Electric Pension Trust (plan 001)
- General Electric Company, Operating As Ge Aerospace — all reported plans
- Goodman Mcguffey Llp 401(K) Plan (plan 001)
- Goodman Mcguffey Llp — all reported plans
- Thc 401(K) Plan (plan 001)
- Thc — all reported plans
- Dominion Energy, Inc. Defined Benefit Master Trust (plan 047)
- Dominion Energy, Inc. — all reported plans
- Conmac Investments, Inc. 401(K) Profit Sharing Plan (plan 001)
- Holden Conner Conmac, LLC — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources