· 2022–2024 · DOL EFAST2

STERN & STERN INDUSTRIES, INC. — STERN & STERN INDUSTRIES, INC. SAVINGS/ INCENTIVE PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20251007054425NAL0010774994001

STERN & STERN INDUSTRIES, INC.

Form 5500-SF

FILING_RECEIVED

STERN & STERN INDUSTRIES, INC. SAVINGS/ INCENTIVE PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

12

Accounts w/ balance

14

Plan assets (EOY)

$10.0M

Net assets (EOY)

$10.0M

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

83

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STERN & STERN INDUSTRIES, INC..

Plan sponsor

Name

STERN & STERN INDUSTRIES, INC.

EIN

13-2914508

Address

188 THACHER STREET · HORNELL, NY · 148431250

Phone

(212) 972-4044

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-07

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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