How big is Stewart Preston, LLC's plan?

Stewart Preston, LLC's plan reported $126K in assets and 2 participants for 2022.

Original filing (PDF)20230328120120NAL0022695699001

Stewart Preston, LLC

Name: Stewart Preston, LLC — Stewart Preston, LLC 401(k), Form 5500 (2022)
Creator: Stewart Preston, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stewart Preston, LLC 401(k) Plan

401(k) retirement plan · Stewart Preston, LLC's Stewart Preston, LLC 401(k) Plan held $126K in plan assets for 2 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$126K

Net assets (EOY)

$126K

People on this filing

Shaun Martinec signed Stewart Preston, LLC's 2022 Form 5500 as plan administrator.

Shaun Martinec — 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

Stewart Preston, LLC's EIN is 20-2381889.

EIN 20-2381889

Plan number 001

Plan year 2022

ACK ID 20230328120120NAL0022695699001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Stewart Preston, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Stewart Preston, 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 STEWART PRESTON, 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

Helping the score