Original filing (PDF)20250619092118NAL0002995921001

STANHOPE & ASSOCIATES, LLC

Name: STANHOPE & ASSOCIATES, LLC — STANHOPE & ASSOCIATES, LLC 401(K) PLAN, Form 5500 (2024)
Creator: STANHOPE & ASSOCIATES, LLC

Form 5500-SF

FILING_RECEIVED

STANHOPE & ASSOCIATES, LLC 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$798K

Net assets (EOY)

$798K

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).

Decision-maker contacts

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

Plan sponsor

Name

STANHOPE & ASSOCIATES, LLC

EIN

26-4260596

Address

102 PILGRIM ROAD · GREENVILLE, SC · 29607

Phone

(864) 243-8743

Industry

Other Services (ex. Public Admin)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

2025-06-19

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

TRINTAS, LLC

TRINTAS, LLC 401(K) PLAN

$792K · 27 participants

AAA WEIGH, INC.

AAA WEIGH, INC. 401(K) P/S PLAN

$791K · 12 participants

3B2 SOLUTIONS

3B2 SOLUTIONS 401(K) PROFIT SHARING PLAN

$805K · 55 participants

REDI SYSTEMS, INC.

REDI SYSTEMS INC 401(K) PLAN

$783K · 11 participants

INTERMOUNTAIN BIO MEDICAL SERVICES, INC.

IBS 401(K) PROFIT SHARING PLAN AND TRUST

$781K · 9 participants