How big is Manly, Stewart & Finaldi APC's plan?

Manly, Stewart & Finaldi APC's plan reported $5.2M in assets and 28 participants for 2024.

Original filing (PDF)20250808121348NAL0004643889001

Manly, Stewart & Finaldi APC

Name: Manly, Stewart & Finaldi APC — Manly, Stewart &, Form 5500 (2024)
Creator: Manly, Stewart & Finaldi APC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Manly, Stewart & Finaldi, a Professional Corp. 401(k) PS Plan

401(k) retirement plan · Manly, Stewart & Finaldi APC's Manly, Stewart & Finaldi, a Professional Corp. 401(k) PS Plan held $5.2M in plan assets for 28 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.2M

Net assets (EOY)

$5.2M

People on this filing

Shirley Horner signed Manly, Stewart & Finaldi APC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Manly, Stewart & Finaldi APC's EIN is 33-0949191.

EIN 33-0949191

Plan number 002

Plan year 2024

ACK ID 20250808121348NAL0004643889001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Manly, Stewart & Finaldi APC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Manly, Stewart & Finaldi APC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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