Original filing (PDF)20250630131052NAL0028836754001

STONEBURNER WEALTH MANAGEMENT, LLC

Name: STONEBURNER WEALTH MANAGEMENT, LLC — STONEBURNER WEALTH MANAGEMENT, LLC 401(K) PLAN, Form 5500 (2024)
Creator: STONEBURNER WEALTH MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

STONEBURNER WEALTH MANAGEMENT, LLC 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$627K

Net assets (EOY)

$627K

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 (94th percentile).

Decision-maker contacts

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

Plan sponsor

Name

STONEBURNER WEALTH MANAGEMENT, LLC

EIN

27-0863721all filings

Address

5131 POST RD STE 340 · DUBLIN, OH · 43017

Phone

(614) 793-9900

Industry

Finance & Insurancesee all

Plan administrator