How big is Jason Stern's plan?

Jason Stern's plan reported $823K in assets and 2 participants for 2024.

Original filing (PDF)20251013201501NAL0000927795001

Jason Stern

Name: Jason Stern — Jason Stern 401(k) Profit Sharing Plan, Form 5500 (2024)
Creator: Jason Stern
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jason Stern 401(k) Profit Sharing Plan

401(k) retirement plan · Jason Stern's Jason Stern 401(k) Profit Sharing Plan held $823K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$823K

Net assets (EOY)

$823K

People on this filing

Jason Stern signed Jason Stern's 2024 Form 5500 as plan administrator.

Jason Stern — 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

Jason Stern's EIN is 26-0447479.

EIN 26-0447479

Plan number 001

Plan year 2024

ACK ID 20251013201501NAL0000927795001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jason Stern from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jason Stern's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JASON STERN.

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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