How big is Stonegate Investment Group, LLC's plan?

Stonegate Investment Group, LLC's plan reported $2.3M in assets and 14 participants for 2025.

Original filing (PDF)20260330142253NAL0014553362001

Stonegate Investment Group, LLC

Name: Stonegate Investment Group, LLC — Stonegate Investme, Form 5500 (2025)
Creator: Stonegate Investment Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stonegate Investment Group, LLC 401(k) Plan

401(k) retirement plan · Stonegate Investment Group, LLC's Stonegate Investment Group, LLC 401(k) Plan held $2.3M in plan assets for 14 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Chris Compton signed Stonegate Investment Group, LLC's 2025 Form 5500 as plan administrator.

Chris Compton — 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

Stonegate Investment Group, LLC's EIN is 86-3675511.

EIN 86-3675511

Plan number 001

Plan year 2025

ACK ID 20260330142253NAL0014553362001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Stonegate Investment Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Stonegate Investment Group, LLC'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 STONEGATE INVESTMENT GROUP, LLC.

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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

Knocking points off