How big is Stokesbury & Fingold, LLC's plan?

Stokesbury & Fingold, LLC's plan reported $4.9M in assets and 3 participants for 2024.

Original filing (PDF)20250724120117NAL0005942400001

Stokesbury & Fingold, LLC

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

Form 5500-SF

FILING_RECEIVED

Stokesbury & Fingold, LLC 401(k) Plan

401(k) retirement plan · Stokesbury & Fingold, LLC's Stokesbury & Fingold, LLC 401(k) Plan held $4.9M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

People on this filing

William Stokesbury signed Stokesbury & Fingold, LLC's 2024 Form 5500 as plan administrator.

William Stokesbury — 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

Stokesbury & Fingold, LLC's EIN is 47-1060469.

EIN 47-1060469

Plan number 001

Plan year 2024

ACK ID 20250724120117NAL0005942400001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Stokesbury & Fingold, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STOKESBURY & FINGOLD, 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