· 2022–2024 · DOL EFAST2

Stuhr & Associates, LLC — Stuhr & Associates 401(k), Form 5500 (2025)

Original filing (PDF)20260625093806NAL0010676736001

Stuhr & Associates, LLC

Form 5500-SF

FILING_RECEIVED

Stuhr & Associates 401(k) Plan

401(k) retirement plan · Stuhr & Associates, LLC's Stuhr & Associates 401(k) Plan held $375K in plan assets for 9 participants in 2025.

Active participants

9

Accounts w/ balance

10

Plan assets (EOY)

$375K

Net assets (EOY)

$375K

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

78

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

STUHR & ASSOCIATES, LLC

EIN

83-0380985all filings

Address

620 MAIN STREET · UNIT 12 · FRISCO, CO · 80443

Phone

(970) 668-5516

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-06-25

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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