How big is Stein Wealth Advisors, LLC's plan?

Stein Wealth Advisors, LLC's plan reported $632K in assets and 4 participants for 2024.

Original filing (PDF)20250717092519NAL0000036625001

Stein Wealth Advisors, LLC

Name: Stein Wealth Advisors, LLC — Stein Wealth Advisors, Form 5500 (2024)
Creator: Stein Wealth Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stein Wealth Advisors, LLC 401(k) Plan

401(k) retirement plan · Stein Wealth Advisors, LLC's Stein Wealth Advisors, LLC 401(k) Plan held $632K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$632K

Net assets (EOY)

$632K

People on this filing

Joshua Stein signed Stein Wealth Advisors, LLC's 2024 Form 5500 as plan administrator.

Joshua Stein — 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

Stein Wealth Advisors, LLC's EIN is 80-0373188.

EIN 80-0373188

Plan number 001

Plan year 2024

ACK ID 20250717092519NAL0000036625001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Stein Wealth Advisors, 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 STEIN WEALTH ADVISORS, 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

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 (96th percentile).

Plan sponsor

Name

STEIN WEALTH ADVISORS, LLC

EIN

all filings

Address

1700 ASHWOOD DRIVE · SUITE 1701 · CANONSBURG, PA · 15317

Phone

(724) 260-0491

Industry

Finance & Insurance

Plan administrator