How big is Stoner, Preston & Boswell, Chartere's plan?

Stoner, Preston & Boswell, Chartere's plan reported $834K in assets and 7 participants for 2024.

Original filing (PDF)20250724123640NAL0006993680001

Stoner, Preston & Boswell, Chartere

Name: Stoner, Preston & Boswell, Chartere — Stoner, Presto, Form 5500 (2024)
Creator: Stoner, Preston & Boswell, Chartere
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stoner, Preston & Boswell, Chartered 401(k) Retirement Plan

401(k) retirement plan · Stoner, Preston & Boswell, Chartere's Stoner, Preston & Boswell, Chartered 401(k) Retirement Plan held $834K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$834K

Net assets (EOY)

$834K

People on this filing

Michael G. Ritchey signed Stoner, Preston & Boswell, Chartere's 2024 Form 5500 as plan administrator.

Michael G. Ritchey — 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

Stoner, Preston & Boswell, Chartere's EIN is 52-1213569.

EIN 52-1213569

Plan number 001

Plan year 2024

ACK ID 20250724123640NAL0006993680001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stoner, Preston & Boswell, Chartere from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stoner, Preston & Boswell, Chartere'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 STONER, PRESTON & BOSWELL, CHARTERE.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

STONER, PRESTON & BOSWELL, CHARTERE

EIN

all filings

Address

188 EAST MAIN STREET · WESTMINSTER, MD · 211570000

Phone

(999) 999-9999

Industry

Law Offices· Professional & Technical Services

Plan administrator