How big is Stefani Management Services Inc.'s plan?

Stefani Management Services Inc.'s plan reported $1.1M in assets and 324 participants for 2024.

Original filing (PDF)20250723134644NAL0004562144001

Stefani Management Services Inc.

Name: Stefani Management Services Inc. — Stefani Managemen, Form 5500 (2024)
Creator: Stefani Management Services Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stefani Management Services 401(k) Plan

401(k) retirement plan · Stefani Management Services Inc.'s Stefani Management Services 401(k) Plan held $1.1M in plan assets for 324 participants in 2024.

Signals · 1

No auditor on file

Active participants

324

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

TARA Evans signed Stefani Management Services Inc.'s 2024 Form 5500 as plan administrator.

TARA Evans — 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

Stefani Management Services Inc.'s EIN is 36-3654567.

EIN 36-3654567

Plan number 001

Plan year 2024

ACK ID 20250723134644NAL0004562144001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stefani Management Services Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stefani Management Services Inc.'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 STEFANI MANAGEMENT SERVICES INC.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (0th percentile).

Helping the score