How big is Stonegate Group LLC's plan?

Stonegate Group LLC's plan reported $2.2M in assets and 18 participants for 2024.

Original filing (PDF)20250730102736NAL0004512529001

Stonegate Group LLC

Name: Stonegate Group LLC — Stonegate Group 401(k), Form 5500 (2024)
Creator: Stonegate Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stonegate Group 401(k) Retirement Plan

401(k) retirement plan · Stonegate Group LLC's Stonegate Group 401(k) Retirement Plan held $2.2M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Sean McGrath signed Stonegate Group LLC's 2024 Form 5500 as plan administrator.

Sean McGrath — 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

Stonegate Group LLC's EIN is 20-0079868.

EIN 20-0079868

Plan number 001

Plan year 2024

ACK ID 20250730102736NAL0004512529001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stonegate Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stonegate Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STONEGATE GROUP LLC.

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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

Knocking points off