How big is Stewart Inc.'s plan?

Stewart Inc.'s plan reported $11K in assets and 4 participants for 2024.

Original filing (PDF)20250606105000NAL0009874243001

Stewart Inc.

Name: Stewart Inc. — Stewart Inc. 401(k) Plan, Form 5500 (2024)
Creator: Stewart Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stewart Inc. 401(k) Plan

401(k) retirement plan · Stewart Inc.'s Stewart Inc. 401(k) Plan held $11K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$11K

Net assets (EOY)

$11K

People on this filing

Shirley Horner signed Stewart Inc.'s 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Stewart Inc.'s EIN is 38-3405589.

EIN 38-3405589

Plan number 001

Plan year 2024

ACK ID 20250606105000NAL0009874243001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Stewart Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

STEWART INC

EIN

all filings

Address

11530 RADIANT SHORE LOOP · SAN ANTONIO, FL · 33576

Phone

(810) 691-0059

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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