How big is Stephanie Barnard Designs Inc.'s plan?

Stephanie Barnard Designs Inc.'s plan reported $1.8M in assets and 6 participants for 2024.

Original filing (PDF)20250928151224NAL0004692515001

Stephanie Barnard Designs Inc.

Name: Stephanie Barnard Designs Inc. — Stephanie Barnard, Form 5500 (2024)
Creator: Stephanie Barnard Designs Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stephanie Barnard Designs Inc. 401(k) Plan

401(k) retirement plan · Stephanie Barnard Designs Inc.'s Stephanie Barnard Designs Inc. 401(k) Plan held $1.8M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Kenneth Barnard signed Stephanie Barnard Designs Inc.'s 2024 Form 5500 as plan administrator.

Kenneth Barnard — 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

Stephanie Barnard Designs Inc.'s EIN is 27-2159331.

EIN 27-2159331

Plan number 001

Plan year 2024

ACK ID 20250928151224NAL0004692515001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stephanie Barnard Designs Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stephanie Barnard Designs Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

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 (95th percentile).

Plan sponsor

Name

STEPHANIE BARNARD DESIGNS INC.

EIN

all filings

Address

26081 MERIT CIRCLE, #113 · LAGUNA HILLS, CA · 92653

Phone

(949) 456-2300

Industry

Retail Trade

Plan administrator