How big is The Stenmoe Agency, Inc.'s plan?

The Stenmoe Agency, Inc.'s plan reported $160K in assets and 5 participants for 2024.

Original filing (PDF)20250730131622NAL0002388019001

The Stenmoe Agency, Inc.

Name: The Stenmoe Agency, Inc. — Stenmoe Agency 401(k), Form 5500 (2024)
Creator: The Stenmoe Agency, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stenmoe Agency 401(k) Plan

401(k) retirement plan · The Stenmoe Agency, Inc.'s Stenmoe Agency 401(k) Plan held $160K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$160K

Net assets (EOY)

$160K

Plan identifiers

The Stenmoe Agency, Inc.'s EIN is 91-2165174.

EIN 91-2165174

Plan number 001

Plan year 2024

ACK ID 20250730131622NAL0002388019001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Stenmoe Agency, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Stenmoe Agency, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 (85th percentile).

Plan sponsor

Name

THE STENMOE AGENCY, INC

EIN

all filings

Address

18223 102ND AVE NE # A · BOTHELL, WA · 98011

Phone

(425) 486-8135

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator