Daniel B. Stephens & Associates, Inc.
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Retirement Plan Description
Daniel B. Stephens & Associates, Inc. Profit Sharing Plan & Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 69. This plan is in the top 35% of plans for Account Balances and Salary Deferral. Daniel B. Stephens & Associates, Inc. Profit Sharing Plan & Trust currently has over 100 active participants and over $7.5M in plan assets.
|1.||American Funds Growth Fund of America||16%|
|2.||PIMCO Total Return||12%|
|3.||Key Guaranteed Portfolio Fund||9%|
6020 Academy Ne, Ste. 100
Albuquerque, NM 87109
|Industry||Professional, Scientific, and Technical Services|
|Net Plan Assets||$7,500,000|
|Avg Account Balance||$65,000|
|Ids Scheer Americas||80.8|
|Bickmore & Associates||79.2|
|Bradford & Galt||69.7|