How big is Stewart, Plant & Blumenthal, LLC's plan?

Stewart, Plant & Blumenthal, LLC's plan reported $1.7M in assets and 10 participants for 2025.

Original filing (PDF)20260520093641NAL0001466881001

Stewart, Plant & Blumenthal, LLC

Name: Stewart, Plant & Blumenthal, LLC — Stewart, Plant &, Form 5500 (2025)
Creator: Stewart, Plant & Blumenthal, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stewart, Plant & Blumenthal, LLC 401(k) Profit Sharing Plan.

401(k) retirement plan · Stewart, Plant & Blumenthal, LLC's Stewart, Plant & Blumenthal, LLC 401(k) Profit Sharing Plan. held $1.7M in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Hugh Mitchell, Jr. signed Stewart, Plant & Blumenthal, LLC's 2025 Form 5500 as plan administrator.

Hugh Mitchell, Jr. — 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

Stewart, Plant & Blumenthal, LLC's EIN is 52-1724726.

EIN 52-1724726

Plan number 002

Plan year 2025

ACK ID 20260520093641NAL0001466881001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Stewart, Plant & Blumenthal, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Stewart, Plant & Blumenthal, 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 STEWART, PLANT & BLUMENTHAL, 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