How big is Stultz & Stephan Ltd.'s plan?

Stultz & Stephan Ltd.'s plan reported $606K in assets and 7 participants for 2025.

Original filing (PDF)20260421111933NAL0001317779001

Stultz & Stephan Ltd.

Name: Stultz & Stephan Ltd. — Stultz & Stephan Ltd. 401(k), Form 5500 (2025)
Creator: Stultz & Stephan Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stultz & Stephan Ltd. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Stultz & Stephan Ltd.'s Stultz & Stephan Ltd. 401(k) Profit Sharing Plan & Trust held $606K in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$606K

Net assets (EOY)

$606K

People on this filing

Elizabeth M. Boehler signed Stultz & Stephan Ltd.'s 2025 Form 5500 as plan administrator.

Elizabeth M. Boehler — 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

Stultz & Stephan Ltd.'s EIN is 86-1262722.

EIN 86-1262722

Plan number 001

Plan year 2025

ACK ID 20260421111933NAL0001317779001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Stultz & Stephan Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Stultz & Stephan Ltd.'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 STULTZ & STEPHAN LTD.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

STULTZ & STEPHAN LTD

EIN

all filings

Address

106 E MARKET ST · TIFFIN, OH · 448832833

Phone

(419) 447-5132

Industry

Law Offices· Professional & Technical Services

Plan administrator