· 2022–2024 · DOL EFAST2

Stearns, Roberts & Guttentag, LLC — Stearns, Roberts, Form 5500 (2025)

Original filing (PDF)20260723131727NAL0020094178001

Stearns, Roberts & Guttentag, LLC

Form 5500-SF

FILING_RECEIVED

Stearns, Roberts & Guttentag, LLC 401(k) Plan

401(k) retirement plan · Stearns, Roberts & Guttentag, LLC's Stearns, Roberts & Guttentag, LLC 401(k) Plan held $1.8M in plan assets for 24 participants in 2025.

Active participants

24

Accounts w/ balance

24

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

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

48

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

STEARNS, ROBERTS & GUTTENTAG, LLC

EIN

46-1580704all filings

Address

805 E. HILLSBORO BLVD. · DEERFIELD BEACH, FL · 33341

Phone

(954) 570-8999

Industry

Law Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-07-23

Pension benefit codes

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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