How big is Stock Group Analytics LLC's plan?

Stock Group Analytics LLC's plan reported $4K in assets and 3 participants for 2024.

Original filing (PDF)20250718145849NAL0003251058001

Stock Group Analytics LLC

Name: Stock Group Analytics LLC — Stock Group Analytics, Form 5500 (2024)
Creator: Stock Group Analytics LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stock Group Analytics LLC 401(k) Plan

401(k) retirement plan · Stock Group Analytics LLC's Stock Group Analytics LLC 401(k) Plan held $4K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4K

Net assets (EOY)

$4K

People on this filing

Marcus Bowie signed Stock Group Analytics LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Stock Group Analytics LLC's EIN is 87-2348189.

EIN 87-2348189

Plan number 001

Plan year 2024

ACK ID 20250718145849NAL0003251058001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stock Group Analytics LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STOCK GROUP ANALYTICS 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

Helping the score