How big is Stuart B. Consultants. Inc.'s plan?

Stuart B. Consultants. Inc.'s plan reported $1.1M in assets and 19 participants for 2024.

Original filing (PDF)20250529070637NAL0007125585001

Stuart B. Consultants. Inc.

Name: Stuart B. Consultants. Inc. — SBC Retirement Plan, Form 5500 (2024)
Creator: Stuart B. Consultants. Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SBC Retirement Plan

401(k) retirement plan · Stuart B. Consultants. Inc.'s SBC Retirement Plan held $1.1M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Connie Anderson signed Stuart B. Consultants. Inc.'s 2024 Form 5500 as plan administrator.

Connie Anderson — 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

Stuart B. Consultants. Inc.'s EIN is 52-1493503.

EIN 52-1493503

Plan number 001

Plan year 2024

ACK ID 20250529070637NAL0007125585001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stuart B. Consultants. Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stuart B. Consultants. Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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 (91st percentile).

Plan sponsor

Name

STUART B. CONSULTANTS. INC.

EIN

all filings

Address

3509 SHEPHERD ST · CHEVY CHASE, MD · 20815

Phone

(301) 587-8885

Industry

Professional & Technical Services

Plan administrator