Original filing (PDF)20240611144844NAL0028136081001

S. Stein LLC

Name: S. Stein LLC — S. Stein & Company Employee Savings, Form 5500 (2023)
Creator: S. Stein LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

S. Stein & Company Employee Savings Plan

401(k) retirement plan · S. Stein LLC's S. Stein & Company Employee Savings Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

S. Stein LLC's EIN is 36-1822600.

EIN 36-1822600

Plan number 001

Plan year 2023

ACK ID 20240611144844NAL0028136081001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for S. Stein LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

S. Stein LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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