How big is Stone Harbor Group LLC's plan?

Stone Harbor Group LLC's plan reported $966K in assets and 9 participants for 2024.

Original filing (PDF)20250613083112NAL0017428481001

Stone Harbor Group LLC

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

Form 5500-SF

FILING_RECEIVED

Stone Harbor Group LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Stone Harbor Group LLC's Stone Harbor Group LLC 401(k) Profit Sharing Plan held $966K in plan assets for 9 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$966K

Net assets (EOY)

$966K

People on this filing

Patrick Serfass signed Stone Harbor Group LLC's 2024 Form 5500 as plan administrator.

Patrick Serfass — 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

Stone Harbor Group LLC's EIN is 88-2922643.

EIN 88-2922643

Plan number 001

Plan year 2024

ACK ID 20250613083112NAL0017428481001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Stone Harbor 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 STONE HARBOR 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

Helping the score