STONEBRIDGE ASSOCIATES INC 401(K) PROFIT SHARING PLAN TRUST
401(k) retirement plan
Active participants
36
Accounts w/ balance
48
Plan assets (EOY)
$12.4M
Net assets (EOY)
$12.4M
Plan health score
88
/ 100
Grade A
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
57
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STONEBRIDGE ASSOCIATES INC.
Plan sponsor
Name
STONEBRIDGE ASSOCIATES INC
EIN
52-1812911
Address
7373 WISCONSIN AVE., SUITE 700 · BETHESDA, MD · 20814
