How big is Stergeron LLC's plan?

Stergeron LLC's plan reported $1.4M in assets and 10 participants for 2025.

Original filing (PDF)20260211151852NAL0007888770001

Stergeron LLC

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

Form 5500-SF

FILING_RECEIVED

Stergeron LLC 401(k) Plan

401(k) retirement plan · Stergeron LLC's Stergeron LLC 401(k) Plan held $1.4M in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Stergeron LLC's EIN is 90-0875671.

EIN 90-0875671

Plan number 001

Plan year 2025

ACK ID 20260211151852NAL0007888770001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Stergeron 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 STERGERON LLC.

Finding similar companies…

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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

STERGERON LLC

EIN

all filings

Address

236 WEST PORTAL AVENUE · #188 · SAN FRANCISCO, CA · 94127

Phone

(415) 205-6674

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-02-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

Mission Holdings LLC

Mission Holdings LLC 401(k) Retirement Plan

$1.4M · 15 participants

Milligan Partners Limited Liability Company

Milligan Partners Retirement Savings Plan

$1.4M · 16 participants

P. Milton Cook Jr., PC

P. Milton Cook Jr. PC 401(k) Profit Sharing Plan

$1.4M · 22 participants

Everington Consulting, Inc.

Everington Consulting, Inc. 401(k) Plan

$1.4M · 6 participants

Consultants in Healthcare, LLC

Consultants in Healthcare, LLC 401(k) Profit Sharing Plan

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.