Daniel B. Stephens & Associates, Inc. 401k Profit Sharing Plan & Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 76. This plan is in the top 15% of plans for Account Balances, Participation Rate, and Salary Deferral. Daniel B. Stephens & Associates, Inc. 401k Profit Sharing Plan & Trust currently has over 100 active participants and over $13.5M in plan assets.
|1.||Key Guaranteed Portfolio Fund||13%|
|2.||Great-West American Century Growth||11%|
|3.||Great-West S&P Small Cap 600 Index||7%|
6020 Academy Ne, Ste. 100
Albuquerque, NM 87109
|Industry||Professional, Scientific, and Technical Services|
|Net Plan Assets||$13,500,000|
|Avg Account Balance||$110,000|
|Nuclear Safety Associates||84.8|
|Forensic Analytical Specialties||72.2|
|Insurance Carrier||Great-West Life|
|Investment Adviser||LPL Financial Corp. (NRP)|
|Auditor||Atkinson & Co. Ltd.|
Information is provided 'as is' and solely for informational purposes, not for investment purposes or advice.
BrightScope is not a fiduciary under ERISA. BrightScope is not endorsed by or affiliated with FINRA.