Original filing (PDF)20250721181640NAL0003834418001

STUART ASSOCIATES A FINANCIAL RESOURCE CORP

Name: STUART ASSOCIATES A FINANCIAL RESOURCE CORP — STUART ASSOCIATES A FINANCIAL RESOURCE CORP DBA STUART ASSOCIATES INC RETIREMENT TRUST, Form 5500 (2024)
Creator: STUART ASSOCIATES A FINANCIAL RESOURCE CORP

Form 5500-SF

FILING_RECEIVED

STUART ASSOCIATES A FINANCIAL RESOURCE CORP DBA STUART ASSOCIATES INC RETIREMENT TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$480K

Net assets (EOY)

$480K

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 average account balance (100th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STUART ASSOCIATES A FINANCIAL RESOURCE CORP.

Plan sponsor

Name

STUART ASSOCIATES A FINANCIAL RESOURCE CORP

DBA

STUART ASSOCIATES INC

EIN

13-3250246all filings

Address

80 WALNUT ST · KINGSTON, NY · 12401

Phone

(845) 853-8069

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