How big is Stockdale Management, LLC's plan?

Stockdale Management, LLC's plan reported $4.7M in assets and 119 participants for 2024.

Original filing (PDF)20250620131913NAL0002350947001

Stockdale Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Stockdale Management, LLC 401(k) Plan

401(k) retirement plan · Stockdale Management, LLC's Stockdale Management, LLC 401(k) Plan held $4.7M in plan assets for 119 participants in 2024.

Active participants

119

Accounts w/ balance

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

People on this filing

John Ansay signed Stockdale Management, LLC's 2024 Form 5500 as plan administrator.

John Ansay — 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

Stockdale Management, LLC's EIN is 46-4355602.

EIN 46-4355602

Plan number 001

Plan year 2024

ACK ID 20250620131913NAL0002350947001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stockdale Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th percentile).

Helping the score