· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
STANWICH ENERGY ADVISORS, LLC — STANWICH ENERGY ADVISORS LLC PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250709083902NAL0002714067001
STANWICH ENERGY ADVISORS, LLC
Form 5500-SF
FILING_RECEIVED
STANWICH ENERGY ADVISORS LLC PROFIT SHARING PLAN
401(k) retirement plan
Active participants
12
Accounts w/ balance
12
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
STANWICH ENERGY ADVISORS, LLC
.
Find decision makers
Plan sponsor
Name
STANWICH ENERGY ADVISORS, LLC
EIN
26-3285444
Address
2 GREENWICH OFFICE PARK · GREENWICH, CT · 06831
Phone
(203) 409-5012
Industry
Professional & Technical Services
see 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
2025-07-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
SUPERIOR FAMILY OFFICE, INC.
SUPERIOR FAMILY OFFICE 401(K) PLAN
$1.5M · 2 participants
SIMPLIGOV LLC
SIMPLIGOV LLC 401(K) PLAN
$1.5M · 29 participants
CAPITAL VALUATION GROUP, INC.
CAPITAL VALUATION GROUP, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN
$1.5M · 5 participants
DYNAMIC SAFETY, L.L.C.
DYNAMIC SAFETY, L.L.C. CASH BALANCE PLAN & TRUST
$1.5M · 8 participants
SOLUTIONSX, LLC
SOLUTIONSX 401(K) PLAN
$1.5M · 23 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
ALLIED CORROSION INDUSTRIES, INC.
ALLIED CORROSION INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN
$1.5M · 12 participants
Large plans in Connecticut
RTX CORPORATION
RTX SAVINGS PLAN
$58.6B · 123,327 participants
RTX CORPORATION
RTX SAVINGS PLAN MASTER TRUST
$58.3B
RTX CORPORATION
RTX MASTER RETIREMENT TRUST
$42.1B
RTX CORPORATION
RTX CONSOLIDATED PENSION PLAN
$41.6B · 33,534 participants
CITIGROUP INC.
CITI RETIREMENT SAVINGS PLAN
$23.2B · 74,487 participants
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
$19.5B
