How big is Stock and Partners, LLC's plan?

Stock and Partners, LLC's plan reported $1.2M in assets and 2 participants for 2024.

Original filing (PDF)20251013153808NAL0000785235001

Stock and Partners, LLC

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

Form 5500-SF

FILING_RECEIVED

Stock and Partners, LLC 401(k) Plan

Defined-contribution retirement plan · Stock and Partners, LLC's Stock and Partners, LLC 401(k) Plan held $1.2M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Stock and Partners, LLC's EIN is 77-0712944.

EIN 77-0712944

Plan number 001

Plan year 2024

ACK ID 20251013153808NAL0000785235001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Stock and Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction.

Decision-maker contacts

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

Finding similar companies…

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