How big is Stonegate Management LLC's plan?

Stonegate Management LLC's plan reported $4.8M in assets and 8 participants for 2024.

Original filing (PDF)20250529123953NAL0020564194001

Stonegate Management LLC

Name: Stonegate Management LLC — Stonegate Management LLC, Form 5500 (2024)
Creator: Stonegate Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stonegate Management LLC 401(k)

401(k) retirement plan · Stonegate Management LLC's Stonegate Management LLC 401(k) held $4.8M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

People on this filing

LISA Snyder signed Stonegate Management LLC's 2024 Form 5500 as plan administrator.

LISA Snyder — 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

Stonegate Management LLC's EIN is 84-2761666.

EIN 84-2761666

Plan number 001

Plan year 2024

ACK ID 20250529123953NAL0020564194001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Stonegate Management LLC'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 STONEGATE MANAGEMENT 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