Original filing (PDF)20250603133947NAL0007256627001

STEGNER INVESTMENT ASSOCIATES, INC.

Name: STEGNER INVESTMENT ASSOCIATES, INC. — STEGNER INVESTMENT ASSOCIATES, INC 401 K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: STEGNER INVESTMENT ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

STEGNER INVESTMENT ASSOCIATES, INC 401 K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

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 average account balance (88th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEGNER INVESTMENT ASSOCIATES, INC..

Plan sponsor

Name

STEGNER INVESTMENT ASSOCIATES, INC.

EIN

61-1253247

Address

233 BRECKENRIDGE LN · LOUISVILLE, KY · 40207

Phone

(502) 895-0122

Industry

Finance & Insurancesee all

Plan administrator