How big is Steadfast Financial LP's plan?

Steadfast Financial LP's plan reported $10.3M in assets and 44 participants for 2024.

Original filing (PDF)20250711155426NAL0004793459001

Steadfast Financial LP

Name: Steadfast Financial LP — Steadfast Financial LP, Form 5500 (2024)
Creator: Steadfast Financial LP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Steadfast Financial LP 401(k) Profit Sharing Plan Trust

401(k) retirement plan · Steadfast Financial LP's Steadfast Financial LP 401(k) Profit Sharing Plan Trust held $10.3M in plan assets for 44 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.3M

Net assets (EOY)

$10.3M

People on this filing

Sheena Koshy signed Steadfast Financial LP's 2024 Form 5500 as plan administrator.

Sheena Koshy — 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

Steadfast Financial LP's EIN is 13-3952414.

EIN 13-3952414

Plan number 001

Plan year 2024

ACK ID 20250711155426NAL0004793459001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Steadfast Financial LP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Steadfast Financial LP's plan includes profit-sharing, a 401(k) feature, 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 STEADFAST FINANCIAL LP.

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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