· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
STEWARD & SHERIDAN, P.L.C. — STEWARD & SHERIDAN, P.L.C. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250905153358NAL0010671763001
STEWARD & SHERIDAN, P.L.C.
Form 5500-SF
FILING_RECEIVED
STEWARD & SHERIDAN, P.L.C. 401(K) PLAN
401(k) retirement plan
Active participants
8
Accounts w/ balance
8
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
STEWARD & SHERIDAN, P.L.C.
.
Find decision makers
Plan sponsor
Name
STEWARD & SHERIDAN, P.L.C.
EIN
38-3209843
Address
205 SOUTH MAIN STREET · ISHPEMING, MI · 49849
Phone
(906) 485-6311
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Name
ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES
EIN
42-1484983
City
KNOXVILLE, TN
Phone
(865) 670-1844
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-05
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
THE ALBER FIRM P.C.
THE LAW OFFICES OF MICHAEL J. ALBER, P.C. DEFINED BENEFIT PLAN
$1.0M · 11 participants
GROSSMAN & ASSOCIATES, LTD
GROSSMAN & ASSOCIATES, LTD 401(K) PROFIT SHARING PLAN
$1.0M · 1 participants
LAW OFFICES OF JAY S. MARKS, LLC
LAW OFFICES OF JAY S. MARKS, LLC 401(K) PROFIT SHARING PLAN
$1.0M · 14 participants
JERRY M. FEENEY P.C.
JERRY M. FEENEY P.C. 401(K) PLAN
$1.0M · 7 participants
PEPICELLI, YOUNGS & YOUNGS PC
PEPICELLI, YOUNGS & YOUNGS PC PROFIT SHARING 401K PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.0M · 8 participants
JERRY M. FEENEY P.C.
JERRY M. FEENEY P.C. CASH BALANCE PLAN
$1.0M · 7 participants
Large plans in Michigan
GENERAL MOTORS LLC
GENERAL MOTORS HOURLY-RATE EMPLOYEES PENSION PLAN
$44.8B · 15,648 participants
GENERAL MOTORS LLC
GENERAL MOTORS SAVINGS PLAN MASTER TRUST
$32.4B
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
FORD MOTOR COMPANY
FORD MOTOR COMPANY MASTER TRUST FUND
$29.5B
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
GENERAL MOTORS LLC
GENERAL MOTORS RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES IN THE UNITED STATES
$23.1B · 41,023 participants
