How big is Stonebridge Alliance, LLC's plan?

Stonebridge Alliance, LLC's plan reported $1.8M in assets and 110 participants for 2024.

Original filing (PDF)20250429154927NAL0001419858001

Stonebridge Alliance, LLC

Name: Stonebridge Alliance, LLC — Stonebridge Alliance, Form 5500 (2024)
Creator: Stonebridge Alliance, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stonebridge Alliance, LLC 401(k) Plan

401(k) retirement plan · Stonebridge Alliance, LLC's Stonebridge Alliance, LLC 401(k) Plan held $1.8M in plan assets for 110 participants in 2024.

Active participants

110

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Delinda REID signed Stonebridge Alliance, LLC's 2024 Form 5500 as plan administrator.

Delinda REID — 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

Stonebridge Alliance, LLC's EIN is 73-1674212.

EIN 73-1674212

Plan number 001

Plan year 2024

ACK ID 20250429154927NAL0001419858001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Stonebridge Alliance, 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 STONEBRIDGE ALLIANCE, LLC.

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

Helping the score