How big is STEM Forward Inc.'s plan?

STEM Forward Inc.'s plan reported $555K in assets and 4 participants for 2025.

Original filing (PDF)20260413083740NAL0017827504001

STEM Forward Inc.

Name: STEM Forward Inc. — STEM Forward Inc. 401(k) Profit, Form 5500 (2025)
Creator: STEM Forward Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

STEM Forward Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · STEM Forward Inc.'s STEM Forward Inc. 401(k) Profit Sharing Plan & Trust held $555K in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$555K

Net assets (EOY)

$555K

People on this filing

Rich Merkel signed STEM Forward Inc.'s 2025 Form 5500 as plan administrator.

Rich Merkel — 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

STEM Forward Inc.'s EIN is 39-0854863.

EIN 39-0854863

Plan number 001

Plan year 2025

ACK ID 20260413083740NAL0017827504001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for STEM Forward Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEM FORWARD INC.

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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

Knocking points off