How big is Stephen J. Nolan, Chartered's plan?

Stephen J. Nolan, Chartered's plan reported $1.3M in assets and 2 participants for 2024.

Original filing (PDF)20250424081937NAL0007193729001

Stephen J. Nolan, Chartered

Name: Stephen J. Nolan, Chartered — Stephen J. Nolan, Form 5500 (2024)
Creator: Stephen J. Nolan, Chartered
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stephen J. Nolan, Chartered 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Stephen J. Nolan, Chartered's Stephen J. Nolan, Chartered 401(k) Profit Sharing Plan & Trust held $1.3M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Stephen J. Nolan, Chartered's EIN is 06-1668386.

EIN 06-1668386

Plan number 001

Plan year 2024

ACK ID 20250424081937NAL0007193729001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stephen J. Nolan, Chartered from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stephen J. Nolan, Chartered's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEPHEN J. NOLAN, CHARTERED.

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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