How big is Stonebridge Financial Partners' plan?

Stonebridge Financial Partners' plan reported $2.0M in assets and 18 participants for 2024.

Original filing (PDF)20251015080359NAL0005471872001

Stonebridge Financial Partners

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

Form 5500-SF

FILING_RECEIVED

Stonebridge Financial Partners 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Stonebridge Financial Partners' Stonebridge Financial Partners 401(k) Profit Sharing Plan & Trust held $2.0M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Michael Lee signed Stonebridge Financial Partners' 2024 Form 5500 as plan administrator.

Michael Lee — 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

Stonebridge Financial Partners' EIN is 20-1127937.

EIN 20-1127937

Plan number 001

Plan year 2024

ACK ID 20251015080359NAL0005471872001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Stonebridge Financial Partners' 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 STONEBRIDGE FINANCIAL PARTNERS.

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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