How big is G Wayne Stewart Jr.'s plan?

G Wayne Stewart Jr.'s plan reported $188K in assets and 2 participants for 2024.

Original filing (PDF)20250728073257NAL0000706131001

G Wayne Stewart Jr.

Name: G Wayne Stewart Jr. — G Wayne Stewart Jr. 401(k), Form 5500 (2024)
Creator: G Wayne Stewart Jr.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

G Wayne Stewart Jr. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · G Wayne Stewart Jr.'s G Wayne Stewart Jr. 401(k) Profit Sharing Plan & Trust held $188K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$188K

Net assets (EOY)

$188K

People on this filing

Edward Rojas signed G Wayne Stewart Jr.'s 2024 Form 5500 as plan administrator.

Edward Rojas — 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

G Wayne Stewart Jr.'s EIN is 45-2455721.

EIN 45-2455721

Plan number 001

Plan year 2024

ACK ID 20250728073257NAL0000706131001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for G Wayne Stewart Jr. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

G Wayne Stewart Jr.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

G WAYNE STEWART JR

EIN

all filings

Address

40 ARMSBY RD · SUTTON, MA · 015902987

Phone

(774) 571-2716

Industry

Other Services (ex. Public Admin)

Plan administrator