How big is Stephen Ward Associates Inc.'s plan?

Stephen Ward Associates Inc.'s plan reported $801K in assets and 29 participants for 2024.

Original filing (PDF)20250708150137NAL0004102161001

Stephen Ward Associates Inc.

Name: Stephen Ward Associates Inc. — Stephen Ward &, Form 5500 (2024)
Creator: Stephen Ward Associates Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stephen Ward & Associates, Inc. 401(k) Plan

401(k) retirement plan · Stephen Ward Associates Inc.'s Stephen Ward & Associates, Inc. 401(k) Plan held $801K in plan assets for 29 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$801K

Net assets (EOY)

$801K

People on this filing

TARA Collier signed Stephen Ward Associates Inc.'s 2024 Form 5500 as plan administrator.

TARA Collier — 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

Stephen Ward Associates Inc.'s EIN is 71-0866494.

EIN 71-0866494

Plan number 001

Plan year 2024

ACK ID 20250708150137NAL0004102161001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stephen Ward Associates Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stephen Ward Associates 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 STEPHEN WARD ASSOCIATES 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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off