How big is Stewart Financial Group, LLC's plan?

Stewart Financial Group, LLC's plan reported $198K in assets and 2 participants for 2024.

Original filing (PDF)20250718120811NAL0000799411006

Stewart Financial Group, LLC

Name: Stewart Financial Group, LLC — Stewart Financial, Form 5500 (2024)
Creator: Stewart Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stewart Financial Group 401(k) Plan

401(k) retirement plan · Stewart Financial Group, LLC's Stewart Financial Group 401(k) Plan held $198K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$198K

Net assets (EOY)

$198K

People on this filing

Laurie Allen signed Stewart Financial Group, LLC's 2024 Form 5500 as plan administrator.

Laurie Allen — 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

Stewart Financial Group, LLC's EIN is 26-4831542.

EIN 26-4831542

Plan number 001

Plan year 2024

ACK ID 20250718120811NAL0000799411006

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stewart Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stewart Financial Group, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score