Original filing (PDF)20251111124749NAL0005077073001

STEWART PRITIKIN & ASSOCIATES, INC.

Name: STEWART PRITIKIN & ASSOCIATES, INC. — STEWART PRITIKIN & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: STEWART PRITIKIN & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

STEWART PRITIKIN & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STEWART PRITIKIN & ASSOCIATES, INC..

Plan sponsor

Name

STEWART PRITIKIN & ASSOCIATES, INC.

EIN

36-3392804

Address

2536 BIG TIMBER DRIVE · LAS VEGAS, NV · 89134

Phone

(702) 804-8556

Industry

Wholesale Tradesee all

Plan administrator

Name

STEWART PRITIKIN & JEFFREY PRITIKIN

EIN

36-3464589

City

LAS VEGAS, NV

Phone

(702) 804-8556

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2025-11-11

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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