How big is Dr. Patti ANN Stefanick's plan?

Dr. Patti ANN Stefanick's plan reported $275K in assets and 3 participants for 2024.

Original filing (PDF)20251006103050NAL0006237104002

Dr. Patti ANN Stefanick

Name: Dr. Patti ANN Stefanick — Dr Patti ANN Stefanick, Form 5500 (2024)
Creator: Dr. Patti ANN Stefanick
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dr Patti ANN Stefanick Money Purchase Plan

Defined-contribution retirement plan · Dr. Patti ANN Stefanick's Dr Patti ANN Stefanick Money Purchase Plan held $275K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$275K

Net assets (EOY)

$275K

People on this filing

Patti A. Stefanick signed Dr. Patti ANN Stefanick's 2024 Form 5500 as plan administrator.

Patti A. Stefanick — 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

Dr. Patti ANN Stefanick's EIN is 25-1663929.

EIN 25-1663929

Plan number 004

Plan year 2024

ACK ID 20251006103050NAL0006237104002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Dr. Patti ANN Stefanick from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Dr. Patti ANN Stefanick's plan includes money-purchase contributions.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DR. PATTI ANN STEFANICK.

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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