How big is William Stewart Designs Inc.'s plan?

William Stewart Designs Inc.'s plan reported $109K in assets and 4 participants for 2024.

Original filing (PDF)20251223110108NAL0024268994001

William Stewart Designs Inc.

Name: William Stewart Designs Inc. — William Stewart, Form 5500 (2024)
Creator: William Stewart Designs Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

William Stewart Designs Inc. - 401(k)

401(k) retirement plan · William Stewart Designs Inc.'s William Stewart Designs Inc. - 401(k) held $109K in plan assets for 4 participants in 2024.

Signals · 1

Late filing · 1.2 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$109K

Net assets (EOY)

$109K

People on this filing

Margot Jordan signed William Stewart Designs Inc.'s 2024 Form 5500 as plan administrator.

Margot Jordan — 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

William Stewart Designs Inc.'s EIN is 58-1822275.

EIN 58-1822275

Plan number 001

Plan year 2024

ACK ID 20251223110108NAL0024268994001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for William Stewart Designs Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

William Stewart Designs Inc.'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 WILLIAM STEWART DESIGNS INC.

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 1.2 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

Helping the score