How big is Stonebridge Financial Advisors LLC's plan?

Stonebridge Financial Advisors LLC's plan reported $3.6M in assets and 3 participants for 2024.

Original filing (PDF)20250507084343NAL0016617472001

Stonebridge Financial Advisors LLC

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

Form 5500-SF

FILING_RECEIVED

Stonebridge Financial Advisors 401(k) and Profit Sharing Plan

401(k) retirement plan · Stonebridge Financial Advisors LLC's Stonebridge Financial Advisors 401(k) and Profit Sharing Plan held $3.6M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

People on this filing

ROD Potratz signed Stonebridge Financial Advisors LLC's 2024 Form 5500 as plan administrator.

ROD Potratz — 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 Financial Advisors LLC's EIN is 42-1651886.

EIN 42-1651886

Plan number 001

Plan year 2024

ACK ID 20250507084343NAL0016617472001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Stonebridge Financial Advisors 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 STONEBRIDGE FINANCIAL 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