Original filing (PDF)20250825134325NAL0003942067001

STEWARD CAPITAL MANAGEMENT, INC.

Name: STEWARD CAPITAL MANAGEMENT, INC. — SCM/FBC CASH BALANCE PLAN, Form 5500 (2024)
Creator: STEWARD CAPITAL MANAGEMENT, INC.

Form 5500-SF

FILING_RECEIVED

SCM/FBC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

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 STEWARD CAPITAL MANAGEMENT, INC..

Plan sponsor

Name

STEWARD CAPITAL MANAGEMENT, INC.

EIN

38-2859723

Address

21 E. LONG LAKE RD. SUITE 200 · BLOOMFIELD HILLS, MI · 48304

Phone

(248) 993-3330

Industry

Custom Computer Programming· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-25

Pension benefit codes

1C · Cash balance or similar hybrid DB

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

Related plans

Similar-size Custom Computer Programming plans

KOTMAN TECHNOLOGY INC.

KOTMAN TECHNOLOGY INC. 401(K) PLAN

$1.0M · 22 participants

CES USA

CES USA 401(K) PLAN

$1.0M · 29 participants

ENGFLOW INC

ENGFLOW INC 401(K) PLAN

$1.0M · 15 participants

TTO LLC

TTO 401(K) PLAN

$1.0M · 9 participants

LIONA ENTERPRISES, INC.

LIONA 401(K) PLAN

$1.0M · 59 participants

REMEDYBIZ INC

REMEDY BIZ INC 401K PLAN