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

Manly, Stewart & Finaldi's plan reported $4.3M in assets and 21 participants for 2024.

Original filing (PDF)20251014164049NAL0004563152001

Manly, Stewart & Finaldi

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

Form 5500-SF

FILING_RECEIVED

Manly, Stewart & Finaldi, a Professional Corporation Cash Balance Plan

Defined-benefit pension plan · Manly, Stewart & Finaldi's Manly, Stewart & Finaldi, a Professional Corporation Cash Balance Plan held $4.3M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

Plan identifiers

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

EIN 33-0949191

Plan number 003

Plan year 2024

ACK ID 20251014164049NAL0004563152001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Manly, Stewart & Finaldi's plan includes a cash-balance formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score