· 2022–2024 · DOL EFAST2

STONEBRIDGE COUNTRY CLUB — STONEBRIDGE COUNTRY CLUB, INC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250725084243NAL0003271587001

STONEBRIDGE COUNTRY CLUB

Form 5500-SF

FILING_RECEIVED

STONEBRIDGE COUNTRY CLUB, INC 401(K) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

126

Accounts w/ balance

53

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

Plan health score

Average plan with room to improve

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

70

Total plan cost

n/a

Plan health

26

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STONEBRIDGE COUNTRY CLUB.

Plan sponsor

Name

STONEBRIDGE COUNTRY CLUB

EIN

65-0353668

Address

2100 WINDING OAKS WAY · NAPLES, FL · 34109

Phone

(239) 594-5200

Industry

Arts, Entertainment, Recreationsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-25

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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