How big is Stegmeier, Gelbart, Schwartz & Benavente, LLP's plan?

Stegmeier, Gelbart, Schwartz & Benavente, LLP's plan reported $2.3M in assets and 10 participants for 2024.

Original filing (PDF)20250725181353NAL0007787104001

Stegmeier, Gelbart, Schwartz & Benavente, LLP

Name: Stegmeier, Gelbart, Schwartz & Benavente, LLP — Form 5500 Plan 001 (2024)
Creator: Stegmeier, Gelbart, Schwartz & Benavente, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stegmeier, Gelbart, Schwartz & Benavente, LLP 401(k) Profit Sharing Plan

401(k) retirement plan · Stegmeier, Gelbart, Schwartz & Benavente, LLP's Stegmeier, Gelbart, Schwartz & Benavente, LLP 401(k) Profit Sharing Plan held $2.3M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

Stegmeier, Gelbart, Schwartz & Benavente, LLP's EIN is 52-2346087.

EIN 52-2346087

Plan number 001

Plan year 2024

ACK ID 20250725181353NAL0007787104001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stegmeier, Gelbart, Schwartz & Benavente, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stegmeier, Gelbart, Schwartz & Benavente, LLP'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 STEGMEIER, GELBART, SCHWARTZ & BENAVENTE, LLP.

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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 (94th percentile).

Plan sponsor

Name

STEGMEIER, GELBART, SCHWARTZ & BENAVENTE, LLP

EIN

all filings

Address

19762 MACARTHUR BLVD. · SECOND FLOOR #200 · IRVINE, CA · 92612

Phone

(949) 337-4050

Industry

Law Offices· Professional & Technical Services

Plan administrator