Original filing (PDF)20251014090211NAL0001147523001

Stearns Financial Group d/b/a Stearns Retirement Group

Name: Stearns Financial Group d/b/a Stearns Retirement Group — Form 5500 Plan 002 (2024)
Creator: Stearns Financial Group d/b/a Stearns Retirement Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stearns Retirement Group Cash Balance Plan

Defined-benefit pension plan · Stearns Financial Group d/b/a Stearns Retirement Group's Stearns Retirement Group Cash Balance Plan held $571K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$571K

Net assets (EOY)

$571K

People on this filing

David Stearns signed Stearns Financial Group d/b/a Stearns Retirement Group's 2024 Form 5500 as plan administrator.

David Stearns — 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

Stearns Financial Group d/b/a Stearns Retirement Group's EIN is 26-2976213.

EIN 26-2976213

Plan number 002

Plan year 2024

ACK ID 20251014090211NAL0001147523001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stearns Financial Group d/b/a Stearns Retirement Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stearns Financial Group d/b/a Stearns Retirement Group's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEARNS FINANCIAL GROUP D/B/A STEARNS RETIREMENT GROUP.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score