How big is Stonebridge Financial Group's plan?

Stonebridge Financial Group's plan reported $6.9M in assets and 8 participants for 2024.

Original filing (PDF)20250711104950NAL0017188594001

Stonebridge Financial Group

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

Form 5500-SF

FILING_RECEIVED

Stonebridge Financial Retirement Plan

401(k) retirement plan · Stonebridge Financial Group's Stonebridge Financial Retirement Plan held $6.9M in plan assets for 8 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.9M

Net assets (EOY)

$6.9M

People on this filing

Timothy Nenninger signed Stonebridge Financial Group's 2024 Form 5500 as plan administrator.

Timothy Nenninger — 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 Financial Group's EIN is 36-4541349.

EIN 36-4541349

Plan number 001

Plan year 2024

ACK ID 20250711104950NAL0017188594001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Stonebridge Financial Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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