How big is The Stern Group LLC.'s plan?

The Stern Group LLC.'s plan reported $48K in assets and 1 participants for 2025.

Original filing (PDF)20260428220725NAL0015758304029

The Stern Group LLC.

Name: The Stern Group LLC. — The Stern Group 401(k) Plan, Form 5500 (2025)
Creator: The Stern Group LLC.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Stern Group 401(k) Plan

401(k) retirement plan · The Stern Group LLC.'s The Stern Group 401(k) Plan held $48K in plan assets for 1 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$48K

Net assets (EOY)

$48K

People on this filing

Elantha Barry signed The Stern Group LLC.'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

The Stern Group LLC.'s EIN is 87-2088983.

EIN 87-2088983

Plan number 001

Plan year 2025

ACK ID 20260428220725NAL0015758304029

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

The Stern Group LLC.'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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

THE STERN GROUP LLC.

EIN

all filings

Address

2770 FILBERT STREET · SAN FRANCISCO, CA · 94123

Phone

(415) 497-3660

Industry

Professional & Technical Services

Plan administrator