Original filing (PDF)20250227151112NAL0002327969001

STOCK MARKET MENTOR, L.L.C.

Name: STOCK MARKET MENTOR, L.L.C. — STOCK MARKET MENTOR, L.L.C. 401(K) PLAN, Form 5500 (2024)
Creator: STOCK MARKET MENTOR, L.L.C.

Form 5500-SF

FILING_RECEIVED

STOCK MARKET MENTOR, L.L.C. 401(K) PLAN

401(k) retirement plan

Signals · 1

Late filing · 27.4 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STOCK MARKET MENTOR, L.L.C..

Plan sponsor

Name

STOCK MARKET MENTOR, L.L.C.

EIN

56-2641027

Address

7 RAEBURN LANE · COTO DE CAZA, CA · 92679

Phone

(949) 702-7382

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2021-01-01

Tax period

2021-12-31

Filed

2025-02-27

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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