How big is STOC Advisory LLC's plan?

STOC Advisory LLC's plan reported $287K in assets and 7 participants for 2024.

Original filing (PDF)20250611170830NAL0045783794001

STOC Advisory LLC

Name: STOC Advisory LLC — STOC Advisory 401(k) Plan, Form 5500 (2024)
Creator: STOC Advisory LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

STOC Advisory 401(k) Plan

401(k) retirement plan · STOC Advisory LLC's STOC Advisory 401(k) Plan held $287K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$287K

Net assets (EOY)

$287K

People on this filing

Andrew W. Swihart signed STOC Advisory LLC's 2024 Form 5500 as plan administrator.

Andrew W. Swihart — 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

STOC Advisory LLC's EIN is 83-3357887.

EIN 83-3357887

Plan number 001

Plan year 2024

ACK ID 20250611170830NAL0045783794001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for STOC Advisory LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

STOC Advisory LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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