How big is Stein & Ward, LLP's plan?

Stein & Ward, LLP's plan reported $1.8M in assets and 10 participants for 2024.

Original filing (PDF)20251103130116NAL0016337602001

Stein & Ward, LLP

Name: Stein & Ward, LLP — Stein & Ward, LLP Profit Sharing, Form 5500 (2024)
Creator: Stein & Ward, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stein & Ward, LLP Profit Sharing Plan

401(k) retirement plan · Stein & Ward, LLP's Stein & Ward, LLP Profit Sharing Plan held $1.8M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Stein & Ward, LLP's EIN is 20-2014093.

EIN 20-2014093

Plan number 001

Plan year 2024

ACK ID 20251103130116NAL0016337602001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stein & Ward, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stein & Ward, LLP'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 STEIN & WARD, LLP.

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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