How big is Stuart Coleman Partners Inc.'s plan?

Stuart Coleman Partners Inc.'s plan reported $175K in assets and 4 participants for 2024.

Original filing (PDF)20250512113658NAL0038466466001

Stuart Coleman Partners Inc.

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

Form 5500-SF

FILING_RECEIVED

Stuart Coleman Partners Inc. 401(k) P/S Plan

401(k) retirement plan · Stuart Coleman Partners Inc.'s Stuart Coleman Partners Inc. 401(k) P/S Plan held $175K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$175K

Net assets (EOY)

$175K

People on this filing

JODY S Jones signed Stuart Coleman Partners Inc.'s 2024 Form 5500 as plan administrator.

JODY S Jones — 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

Stuart Coleman Partners Inc.'s EIN is 20-3220394.

EIN 20-3220394

Plan number 001

Plan year 2024

ACK ID 20250512113658NAL0038466466001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Stuart Coleman Partners Inc.'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 STUART COLEMAN PARTNERS INC.

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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