How big is Stern Value Management Ltd.'s plan?

Stern Value Management Ltd.'s plan reported $850K in assets and 6 participants for 2022.

Original filing (PDF)20231013144003NAL0022971315001

Stern Value Management Ltd.

Name: Stern Value Management Ltd. — Stern Value Management, Form 5500 (2022)
Creator: Stern Value Management Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stern Value Management 401(k) Profit Sharing Plan

401(k) retirement plan · Stern Value Management Ltd.'s Stern Value Management 401(k) Profit Sharing Plan held $850K in plan assets for 6 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$850K

Net assets (EOY)

$850K

People on this filing

HEMA Singh signed Stern Value Management Ltd.'s 2022 Form 5500 as plan administrator.

HEMA Singh — 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

Stern Value Management Ltd.'s EIN is 13-3138306.

EIN 13-3138306

Plan number 002

Plan year 2022

ACK ID 20231013144003NAL0022971315001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Stern Value Management Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Stern Value Management Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

STERN VALUE MANAGEMENT LTD.

EIN

all filings

Address

3 COLUMBUS CIRCLE, 15TH FLOOR · NEW YORK, NY · 10019

Phone

(212) 261-0600

Industry

Professional & Technical Services

Plan administrator