STAGSTONE RISK MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
16
Accounts w/ balance
6
Plan assets (EOY)
$20K
Net assets (EOY)
$20K
Plan health score
Above-average plan
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
25
Vendor & structure
100
Knocking points off
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).
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 STAGSTONE RISK MANAGEMENT LLC.
Plan sponsor
Name
STAGSTONE RISK MANAGEMENT LLC
EIN
83-0988156
Address
222 2ND AVE S FL 17 · NASHVILLE, TN · 372012366
Phone
(615) 265-9233
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
