How big is Stratford Capital Group, LLC's plan?

Stratford Capital Group, LLC's plan reported $14.8M in assets and 51 participants for 2024.

Original filing (PDF)20250708101042NAL0002164051001

Stratford Capital Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Stratford Capital Group, LLC 401(k) Plan

401(k) retirement plan · Stratford Capital Group, LLC's Stratford Capital Group, LLC 401(k) Plan held $14.8M in plan assets for 51 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$14.8M

Net assets (EOY)

$14.8M

People on this filing

Deborah MALM signed Stratford Capital Group, LLC's 2024 Form 5500 as plan administrator.

Deborah MALM — 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

Stratford Capital Group, LLC's EIN is 20-8205277.

EIN 20-8205277

Plan number 001

Plan year 2024

ACK ID 20250708101042NAL0002164051001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Stratford Capital 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 STRATFORD CAPITAL 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

Helping the score