How big is Stonegate Capital Partners' plan?

Stonegate Capital Partners' plan reported $1.1M in assets and 9 participants for 2025.

Original filing (PDF)20260423220608NAL0011033986057

Stonegate Capital Partners

Name: Stonegate Capital Partners — Stonegate Capital, Form 5500 (2025)
Creator: Stonegate Capital Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stonegate Capital Partners 401(k) Plan

401(k) retirement plan · Stonegate Capital Partners' Stonegate Capital Partners 401(k) Plan held $1.1M in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Stonegate Capital Partners' EIN is 75-1398126.

EIN 75-1398126

Plan number 001

Plan year 2025

ACK ID 20260423220608NAL0011033986057

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Stonegate Capital Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Stonegate Capital Partners' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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