Back to filter
Original filing (PDF)20250429154927NAL0001419858001
STONEBRIDGE ALLIANCE, LLC
Form 5500-SF
FILING_RECEIVED
STONEBRIDGE ALLIANCE, LLC 401(K) PLAN
401(k) retirement plan
Active participants
110
Accounts w/ balance
48
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
- Only 44% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STONEBRIDGE ALLIANCE, LLC.
Plan sponsor
Name
STONEBRIDGE ALLIANCE, LLC
EIN
73-1674212
Address
1010 CENTRAL PARKWAY S. · SAN ANTONIO, TX · 78232
Phone
(210) 314-3476
Industry
Health Care & Social Assistancesee 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
2025-04-29
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Health Care & Social Assistance plans
MICHAEL MARDINEY III, M.D., P.A.
MICHAEL MARDINEY III, M.D., P.A. CASH BALANCE PLAN
$1.8M · 5 participants
THRIVE BEND, INC.
THRIVE BEND INC 401(K) PLAN
$1.8M · 30 participants
BETTINA FRANZ, MD, PHD, 401K
BETTINA FRANZ, MD, PHD, 401K
$1.8M · 1 participants
ALABAMA WOMEN'S HEALTHCARE, P.C.
ALABAMA WOMEN'S HEALTHCARE, P.C. 401K PLAN
$1.8M · 13 participants
NEW WAVE INTERNAL MEDICINE CLINIC, PLLC
NEW WAVE INTERNAL MEDICINE CLINIC 401(K) PLAN
$1.8M · 8 participants
MISSION SERVICES ORGANIZATION, LLC
MISSION SERVICES ORGANIZATION LLC 401(K) PLAN
$1.8M · 6 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants