Original filing (PDF)20250313121637NAL0041152610001

STONEBRIDGE FINANCIAL PLANNING GROUP, LLC

Name: STONEBRIDGE FINANCIAL PLANNING GROUP, LLC — STONEBRIDGE FINANCIAL PLANNING GROUP, LLC 401(K) PLAN, Form 5500 (2024)
Creator: STONEBRIDGE FINANCIAL PLANNING GROUP, LLC

Form 5500-SF

FILING_RECEIVED

STONEBRIDGE FINANCIAL PLANNING GROUP, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$685K

Net assets (EOY)

$685K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STONEBRIDGE FINANCIAL PLANNING GROUP, LLC.

Plan sponsor

Name

STONEBRIDGE FINANCIAL PLANNING GROUP, LLC

EIN

26-1622283all filings

Address

107 W MAIN ST · LITTLE CHUTE, WI · 54140

Phone

(407) 695-7100

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator