Original filing (PDF)20250610115403NAL0014770977001

STEWART ROBBINS BROWN & ALTAZAN,

Name: STEWART ROBBINS BROWN & ALTAZAN, — STEWART ROBBINS BROWN & ALTAZAN, LLC 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: STEWART ROBBINS BROWN & ALTAZAN,

Form 5500-SF

FILING_RECEIVED

STEWART ROBBINS BROWN & ALTAZAN, LLC 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEWART ROBBINS BROWN & ALTAZAN,.

Plan sponsor

Name

STEWART ROBBINS BROWN & ALTAZAN,

EIN

26-3742535

Address

301 MAIN STREET · SUITE 1640 · BATON ROUGE, LA · 70801

Phone

(225) 231-9998

Industry