How big is Steward Inc.'s plan?

Steward Inc.'s plan reported $147K in assets and 4 participants for 2025.

Original filing (PDF)20260504220243NAL0000319137036

Steward Inc.

Name: Steward Inc. — Steward Inc. 401(k) Plan, Form 5500 (2025)
Creator: Steward Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Steward Inc. 401(k) Plan

401(k) retirement plan · Steward Inc.'s Steward Inc. 401(k) Plan held $147K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$147K

Net assets (EOY)

$147K

People on this filing

Elantha Barry signed Steward Inc.'s 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Steward Inc.'s EIN is 86-3416977.

EIN 86-3416977

Plan number 001

Plan year 2025

ACK ID 20260504220243NAL0000319137036

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Steward Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Steward Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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.

Plan sponsor

Name

STEWARD INC.

EIN

all filings

Address

4315 50TH ST NW · SUITE 100 PMB 7118 · WASHINGTON, DC · 20016

Phone

(917) 547-3227

Industry

Finance & Insurance

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-04

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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