Original filing (PDF)20250922121359NAL0006063920001

ERDMANN & STUMBO, PLLC

Name: ERDMANN & STUMBO, PLLC — ERDMANN & STUMBO, PLLC 401(K) PLAN, Form 5500 (2024)
Creator: ERDMANN & STUMBO, PLLC

Form 5500-SF

FILING_RECEIVED

ERDMANN & STUMBO, PLLC 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$955K

Net assets (EOY)

$955K

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 average account balance (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Decision-maker contacts

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

Plan sponsor

Name

ERDMANN & STUMBO, PLLC

EIN

26-1421352

Address

1000 COMMERCIAL DRIVE · SUITE 3 · RICHMOND, KY · 40475

Phone

(859) 624-9555

Industry