How big is Stonebridge Partners, LLC's plan?

Stonebridge Partners, LLC's plan reported $4.1M in assets and 5 participants for 2025.

Original filing (PDF)20260212131802NAL0000173746001

Stonebridge Partners, LLC

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

Form 5500-SF

FILING_RECEIVED

Stonebridge Partners, LLC Profit Sharing Plan

Defined-contribution retirement plan · Stonebridge Partners, LLC's Stonebridge Partners, LLC Profit Sharing Plan held $4.1M in plan assets for 5 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

Plan identifiers

Stonebridge Partners, LLC's EIN is 80-0792803.

EIN 80-0792803

Plan number 001

Plan year 2025

ACK ID 20260212131802NAL0000173746001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Stonebridge Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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