How big is Sturbridge Capital, LLC's plan?

Sturbridge Capital, LLC's plan reported $122K in assets and 13 participants for 2024.

Original filing (PDF)20250829091032NAL0011043729001

Sturbridge Capital, LLC

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

Form 5500-SF

FILING_RECEIVED

Sturbridge Capital 401(k) Plan

401(k) retirement plan · Sturbridge Capital, LLC's Sturbridge Capital 401(k) Plan held $122K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$122K

Net assets (EOY)

$122K

Plan identifiers

Sturbridge Capital, LLC's EIN is 76-0762626.

EIN 76-0762626

Plan number 001

Plan year 2024

ACK ID 20250829091032NAL0011043729001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sturbridge Capital, LLC'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 STURBRIDGE 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