How big is Stuart and Associates Planners' plan?

Stuart and Associates Planners' plan reported $229K in assets and 6 participants for 2024.

Original filing (PDF)20251008050546NAL0003044307001

Stuart and Associates Planners

Name: Stuart and Associates Planners — Stuart and, Form 5500 (2024)
Creator: Stuart and Associates Planners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stuart and Associates Planners 401(k) Profit Sharing Plan & TRU

401(k) retirement plan · Stuart and Associates Planners' Stuart and Associates Planners 401(k) Profit Sharing Plan & TRU held $229K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$229K

Net assets (EOY)

$229K

People on this filing

Patrick Stuart signed Stuart and Associates Planners' 2024 Form 5500 as plan administrator.

Patrick Stuart — 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

Stuart and Associates Planners' EIN is 84-4030564.

EIN 84-4030564

Plan number 001

Plan year 2024

ACK ID 20251008050546NAL0003044307001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stuart and Associates Planners from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stuart and Associates Planners' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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