How big is Stonebridge Advisors LLC's plan?

Stonebridge Advisors LLC's plan reported $6.0M in assets and 16 participants for 2024.

Original filing (PDF)20250718141836NAL0002756000001

Stonebridge Advisors LLC

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

Form 5500-SF

FILING_RECEIVED

Stonebridge Advisors LLC 401(k) Plan

401(k) retirement plan · Stonebridge Advisors LLC's Stonebridge Advisors LLC 401(k) Plan held $6.0M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

People on this filing

Christine Ripsky signed Stonebridge Advisors LLC's 2024 Form 5500 as plan administrator.

Christine Ripsky — 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

Stonebridge Advisors LLC's EIN is 34-2027194.

EIN 34-2027194

Plan number 001

Plan year 2024

ACK ID 20250718141836NAL0002756000001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stonebridge Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stonebridge Advisors LLC'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 STONEBRIDGE ADVISORS 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