How big is Stroud, Willink & Howard, LLC's plan?

Stroud, Willink & Howard, LLC's plan reported $11.9M in assets and 19 participants for 2024.

Original filing (PDF)20250728125753NAL0004753618001

Stroud, Willink & Howard, LLC

Name: Stroud, Willink & Howard, LLC — Stroud, Willink &, Form 5500 (2024)
Creator: Stroud, Willink & Howard, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stroud, Willink & Howard, LLC Retirement Plan

401(k) retirement plan · Stroud, Willink & Howard, LLC's Stroud, Willink & Howard, LLC Retirement Plan held $11.9M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.9M

Net assets (EOY)

$11.9M

People on this filing

Joseph P. Bartol signed Stroud, Willink & Howard, LLC's 2024 Form 5500 as plan administrator.

Joseph P. Bartol — 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

Stroud, Willink & Howard, LLC's EIN is 39-1962366.

EIN 39-1962366

Plan number 001

Plan year 2024

ACK ID 20250728125753NAL0004753618001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stroud, Willink & Howard, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stroud, Willink & Howard, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STROUD, WILLINK & HOWARD, LLC.

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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