Original filing (PDF)20250725160445NAL0003281251001

STONERIDGE INVESTMENT PARTNERS LLC

Name: STONERIDGE INVESTMENT PARTNERS LLC — STONERIDGE INVESTMENT PARTNERS 401(K) SAVINGS PLAN, Form 5500 (2024)
Creator: STONERIDGE INVESTMENT PARTNERS LLC

Form 5500-SF

FILING_RECEIVED

STONERIDGE INVESTMENT PARTNERS 401(K) SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STONERIDGE INVESTMENT PARTNERS LLC.

Plan sponsor

Name

STONERIDGE INVESTMENT PARTNERS LLC

EIN

25-1841566

Address

201 KING OF PRUSSIA RD · SUITE 200 · RADNOR, PA · 19087

Phone

(484) 254-5400

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

JAFFE TILCHIN WEALTH MANAGEMENT

JAFFE TILCHIN WEALTH MANAGEMENT EMPLOYEES SAVINGS TRUST

$5.3M · 16 participants

CASDIN CAPITAL, LLC

CASDIN CAPITAL, LLC 401(K) PLAN

$5.3M · 33 participants

NEW ORLEANS EQUITY, L.L.C.

GALATOIRE'S RESTAURANT 401(K) PLAN

$5.3M · 85 participants

ROBERT D. NIEHAUS, INC.

RDN CASH BALANCE PLAN

$5.3M · 22 participants

ALDRIDGE FINANCIAL CONSULTANTS, LLC

ALDRIDGE FINANCIAL CONSULTANTS 401(K) PLAN

$5.3M · 2 participants