Daniel B. Stephens & Associates, Inc. Profit Sharing Plan & Trust is a defined contribution plan with a profit-sharing component and 401k feature. Daniel B. Stephens & Associates, Inc. Profit Sharing Plan & Trust currently has over 100 active participants and over $10.8M in plan assets.
6020 Academy Ne, Ste. 100
Albuquerque, NM 87109
|Industry||Professional, Scientific, and Technical Services|
|Net Plan Assets||$10,800,000|
|Avg Account Balance||$92,000|
|Insurance Carrier||Great-West Life|
|Investment Adviser||LPL Financial Corp. (NRP)|
|Auditor||Atkinson & Co. Ltd.|
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