How big is Steward Group Management, Inc.'s plan?

Steward Group Management, Inc.'s plan reported $1.8M in assets and 77 participants for 2025.

Original filing (PDF)20260303064355NAL0001261443001

Steward Group Management, Inc.

Name: Steward Group Management, Inc. — Steward Group, Form 5500 (2025)
Creator: Steward Group Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Steward Group 401(k) Plan

401(k) retirement plan · Steward Group Management, Inc.'s Steward Group 401(k) Plan held $1.8M in plan assets for 77 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Steward Group Management, Inc.'s EIN is 46-3598578.

EIN 46-3598578

Plan number 001

Plan year 2025

ACK ID 20260303064355NAL0001261443001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Steward Group Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Steward Group Management, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEWARD GROUP MANAGEMENT, INC..

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Plan health score

Above-average plan

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

Knocking points off