How big is Stegenga + Partners, PC's plan?

Stegenga + Partners, PC's plan reported $184K in assets and 3 participants for 2024.

Original filing (PDF)20251008071752NAL0002824483001

Stegenga + Partners, PC

Name: Stegenga + Partners, PC — Stegenga + Partners, PC, Form 5500 (2024)
Creator: Stegenga + Partners, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stegenga + Partners, PC 401(k) Plan

401(k) retirement plan · Stegenga + Partners, PC's Stegenga + Partners, PC 401(k) Plan held $184K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$184K

Net assets (EOY)

$184K

People on this filing

Paul Stegenga signed Stegenga + Partners, PC's 2024 Form 5500 as plan administrator.

Paul Stegenga — 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

Stegenga + Partners, PC's EIN is 58-2185468.

EIN 58-2185468

Plan number 001

Plan year 2024

ACK ID 20251008071752NAL0002824483001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stegenga + Partners, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stegenga + Partners, PC'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 STEGENGA + PARTNERS, PC.

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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 (92nd percentile).

Plan sponsor

Name

STEGENGA + PARTNERS, PC

EIN

all filings

Address

960 NORTH POINT PKWY, SUITE 250 · ALPHARETTA, GA · 30005

Phone

(678) 319-0091

Industry

Professional & Technical Services

Plan administrator