How big is Stewart Transport, Inc.'s plan?

Stewart Transport, Inc.'s plan reported $3.1M in assets and 197 participants for 2024.

Original filing (PDF)20251003184105NAL0004029970001

Stewart Transport, Inc.

Name: Stewart Transport, Inc. — Stewart Transport, Inc., Form 5500 (2024)
Creator: Stewart Transport, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stewart Transport, Inc. 401(k) Plan

401(k) retirement plan · Stewart Transport, Inc.'s Stewart Transport, Inc. 401(k) Plan held $3.1M in plan assets for 197 participants in 2024.

Signals · 1

No auditor on file

Active participants

197

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

People on this filing

Kelly Jorgensen signed Stewart Transport, Inc.'s 2024 Form 5500 as plan administrator.

Kelly Jorgensen — 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

Stewart Transport, Inc.'s EIN is 86-0810382.

EIN 86-0810382

Plan number 002

Plan year 2024

ACK ID 20251003184105NAL0004029970001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stewart Transport, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stewart Transport, Inc.'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 STEWART TRANSPORT, INC..

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Helping the score