How big is Mark Stewart Home Design's plan?

Mark Stewart Home Design's plan reported $135K in assets and 3 participants for 2024.

Original filing (PDF)20250606134306NAL0012721665001

Mark Stewart Home Design

Name: Mark Stewart Home Design — Form 5500 (2024)
Creator: Mark Stewart Home Design
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Mark Stewart Home Design held $135K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$135K

Net assets (EOY)

$135K

People on this filing

Shirley Horner signed Mark Stewart Home Design's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Mark Stewart Home Design's EIN is 81-2437226.

EIN 81-2437226

Plan number 001

Plan year 2024

ACK ID 20250606134306NAL0012721665001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mark Stewart Home Design from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mark Stewart Home Design'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 MARK STEWART HOME DESIGN.

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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.

Plan sponsor

Name

MARK STEWART HOME DESIGN

EIN

all filings

Address

22582 SW MAIN ST SUITE 309 · SHERWOOD, OR · 97140

Phone

(503) 550-4140

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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