How big is Stewart Capital LLC's plan?

Stewart Capital LLC's plan reported $2.6M in assets and 15 participants for 2024.

Original filing (PDF)20250623135226NAL0014791490001

Stewart Capital LLC

Name: Stewart Capital LLC — Stewart Capital LLC 401(k) PSP, Form 5500 (2024)
Creator: Stewart Capital LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stewart Capital LLC 401(k) PSP Trust

401(k) retirement plan · Stewart Capital LLC's Stewart Capital LLC 401(k) PSP Trust held $2.6M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Mary BETH Verdigets signed Stewart Capital LLC's 2024 Form 5500 as plan administrator.

Mary BETH Verdigets — Plan Administrator — Form 5500 signer
Mohamad Motahari — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Stewart Capital LLC's EIN is 72-1337565.

EIN 72-1337565

Plan number 001

Plan year 2024

ACK ID 20250623135226NAL0014791490001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Stewart Capital LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEWART CAPITAL LLC.

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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