How big is Stewart-Peterson Group, Inc.'s plan?

Stewart-Peterson Group, Inc.'s plan reported $6.5M in assets and 29 participants for 2024.

Original filing (PDF)20251118073225NAL0003693760001

Stewart-Peterson Group, Inc.

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

Form 5500-SF

FILING_RECEIVED

Stewart-Peterson Group, Inc. 401(k) Plan

401(k) retirement plan · Stewart-Peterson Group, Inc.'s Stewart-Peterson Group, Inc. 401(k) Plan held $6.5M in plan assets for 29 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.5M

Net assets (EOY)

$6.5M

People on this filing

Carla Peterson signed Stewart-Peterson Group, Inc.'s 2024 Form 5500 as plan administrator.

Carla Peterson — 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-Peterson Group, Inc.'s EIN is 39-1526549.

EIN 39-1526549

Plan number 002

Plan year 2024

ACK ID 20251118073225NAL0003693760001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Stewart-Peterson Group, Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Helping the score