How big is Stiles Associates, LLC's plan?

Stiles Associates, LLC's plan reported $4.4M in assets and 11 participants for 2024.

Original filing (PDF)20250629132654NAL0015372672002

Stiles Associates, LLC

Name: Stiles Associates, LLC — Stiles Associates, LLC, Form 5500 (2024)
Creator: Stiles Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stiles Associates, LLC Retirement Plan and Trust

401(k) retirement plan · Stiles Associates, LLC's Stiles Associates, LLC Retirement Plan and Trust held $4.4M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

People on this filing

Mark Charest signed Stiles Associates, LLC's 2024 Form 5500 as plan administrator.

Mark Charest — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Stiles Associates, LLC's EIN is 02-0481472.

EIN 02-0481472

Plan number 001

Plan year 2024

ACK ID 20250629132654NAL0015372672002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stiles Associates, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stiles Associates, LLC's plan includes a 401(k) feature, profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STILES ASSOCIATES, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score