How big is Stonebridge Capital Advisors LLC's plan?

Stonebridge Capital Advisors LLC's plan reported $7.4M in assets and 31 participants for 2024.

Original filing (PDF)20251008143823NAL0013646114001

Stonebridge Capital Advisors LLC

Name: Stonebridge Capital Advisors LLC — Stonebridge, Form 5500 (2024)
Creator: Stonebridge Capital Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stonebridge Capital Advisors Retirement Plan

401(k) retirement plan · Stonebridge Capital Advisors LLC's Stonebridge Capital Advisors Retirement Plan held $7.4M in plan assets for 31 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.4M

Net assets (EOY)

$7.4M

People on this filing

Heidi Hukriede signed Stonebridge Capital Advisors LLC's 2024 Form 5500 as plan administrator.

Heidi Hukriede — 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

Stonebridge Capital Advisors LLC's EIN is 41-1860983.

EIN 41-1860983

Plan number 001

Plan year 2024

ACK ID 20251008143823NAL0013646114001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stonebridge Capital Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STONEBRIDGE CAPITAL ADVISORS 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