Original filing (PDF)20250606092355NAL0012545825001

STEWARDSHIP AMERICA FINANCIAL

Name: STEWARDSHIP AMERICA FINANCIAL — STEWARDSHIP AMERICA FINANCIAL 401(K) PLAN, Form 5500 (2024)
Creator: STEWARDSHIP AMERICA FINANCIAL

Form 5500-SF

FILING_RECEIVED

STEWARDSHIP AMERICA FINANCIAL 401(K) PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$366K

Net assets (EOY)

$366K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEWARDSHIP AMERICA FINANCIAL.

Plan sponsor

Name

STEWARDSHIP AMERICA FINANCIAL

EIN

85-1365966all filings

Address

213 S. DILLARD ST. STE 120 · WINTER GARDEN, FL · 34787

Phone

(407) 780-8826

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-06

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2H · Partial participant-directed accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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