How big is The Stanley Group's plan?

The Stanley Group's plan reported $154K in assets and 4 participants for 2024.

Original filing (PDF)20250723121527NAL0004073105001

The Stanley Group

Name: The Stanley Group — The Stanley Group 401(k) Plan, Form 5500 (2024)
Creator: The Stanley Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Stanley Group 401(k) Plan

401(k) retirement plan · The Stanley Group's The Stanley Group 401(k) Plan held $154K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$154K

Net assets (EOY)

$154K

People on this filing

Shannon F Hartter signed The Stanley Group's 2024 Form 5500 as plan administrator.

Shannon F Hartter — 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

The Stanley Group's EIN is 77-0181069.

EIN 77-0181069

Plan number 001

Plan year 2024

ACK ID 20250723121527NAL0004073105001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Stanley Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Stanley Group'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 THE STANLEY GROUP.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

THE STANLEY GROUP

EIN

all filings

Address

2275 WINCHESTER BLVD. · CAMPBELL, CA · 95008

Phone

(408) 354-0300

Industry

Real Estate

Plan administrator