Original filing (PDF)20250409145019NAL0010952195001

W.B. STEWARD & SON, INC.

Name: W.B. STEWARD & SON, INC. — W.B. STEWARD & SON 401(K) P/S PLAN, Form 5500 (2023)
Creator: W.B. STEWARD & SON, INC.

Form 5500-SF

FILING_RECEIVED

W.B. STEWARD & SON 401(K) P/S PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$397K

Net assets (EOY)

$397K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for W.B. STEWARD & SON, INC..

Plan sponsor

Name

W.B. STEWARD & SON, INC.

EIN

22-2043358all filings

Address

513 GLASSBORO RD · WOODBURY HEIGHTS, NJ · 08097

Phone

(856) 845-9117

Industry