How big is Stern Risk Partners, LLC's plan?

Stern Risk Partners, LLC's plan reported $5.1M in assets and 50 participants for 2024.

Original filing (PDF)20250702142249NAL0033201218001

Stern Risk Partners, LLC

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

Form 5500-SF

FILING_RECEIVED

Stern Risk Partners, LLC 401(k) Plan

401(k) retirement plan · Stern Risk Partners, LLC's Stern Risk Partners, LLC 401(k) Plan held $5.1M in plan assets for 50 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

People on this filing

Emily J. Matteson signed Stern Risk Partners, LLC's 2024 Form 5500 as plan administrator.

Emily J. Matteson — 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

Stern Risk Partners, LLC's EIN is 47-1720452.

EIN 47-1720452

Plan number 001

Plan year 2024

ACK ID 20250702142249NAL0033201218001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Stern Risk Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Knocking points off