Stephens Shared Services LLC
Plan context: Stephens Employees' 401(K) Profit Sharing Plan and Trust
EIN 27-2059091 • Little Rock, AR • 7 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
1,238
2025 Assets
$409,348,294
2025 Contributions
$22,310,861
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 1,238 | $0 | $0 | - |
| Stephens Flexible Benefits Plan | - | 1,238 | - | - | - |
| 2024 | 2 | 1,399 | $409,348,294 | $22,310,861 | $15,948iApproximate average salary by contribution assumption: employee only about $398,693 at 4% or $265,795 at 6%; with 50% employer match about $265,795 at 4% or $177,197 at 6%; with 100% employer match about $199,347 at 4% or $132,898 at 6%. |
| Stephens Employees' 401(K) Profit Sharing Plan and Trust | - | 1,399 | $409,348,294 | $22,310,861 | $15,948iApproximate average salary by contribution assumption: employee only about $398,693 at 4% or $265,795 at 6%; with 50% employer match about $265,795 at 4% or $177,197 at 6%; with 100% employer match about $199,347 at 4% or $132,898 at 6%. |
| Stephens Flexible Benefits Plan | - | 1,275 | - | - | - |
| 2023 | 2 | 1,384 | $360,177,688 | $21,072,441 | $15,226iApproximate average salary by contribution assumption: employee only about $380,644 at 4% or $253,763 at 6%; with 50% employer match about $253,763 at 4% or $169,175 at 6%; with 100% employer match about $190,322 at 4% or $126,881 at 6%. |
| Stephens Employees' 401(K) Profit Sharing Plan and Trust | - | 1,384 | $360,177,688 | $21,072,441 | $15,226iApproximate average salary by contribution assumption: employee only about $380,644 at 4% or $253,763 at 6%; with 50% employer match about $253,763 at 4% or $169,175 at 6%; with 100% employer match about $190,322 at 4% or $126,881 at 6%. |
| Stephens Flexible Benefits Plan | - | 1,265 | - | - | - |
| 2022 | 2 | 1,319 | $309,135,837 | $19,661,326 | $14,906iApproximate average salary by contribution assumption: employee only about $372,656 at 4% or $248,437 at 6%; with 50% employer match about $248,437 at 4% or $165,625 at 6%; with 100% employer match about $186,328 at 4% or $124,219 at 6%. |
| Stephens Employees' 401(K) Profit Sharing Plan and Trust | - | 1,319 | $309,135,837 | $19,661,326 | $14,906iApproximate average salary by contribution assumption: employee only about $372,656 at 4% or $248,437 at 6%; with 50% employer match about $248,437 at 4% or $165,625 at 6%; with 100% employer match about $186,328 at 4% or $124,219 at 6%. |
| Stephens Flexible Benefits Plan | - | 1,209 | - | - | - |