How big is Sturman Wealth Advisors' plan?

Sturman Wealth Advisors' plan reported $124K in assets and 3 participants for 2025.

Original filing (PDF)20260504220648NAL0000329553045

Sturman Wealth Advisors

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

Form 5500-SF

FILING_RECEIVED

Sturman Wealth 401(k) Plan

401(k) retirement plan · Sturman Wealth Advisors' Sturman Wealth 401(k) Plan held $124K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$124K

Net assets (EOY)

$124K

Plan identifiers

Sturman Wealth Advisors' EIN is 93-1405989.

EIN 93-1405989

Plan number 001

Plan year 2025

ACK ID 20260504220648NAL0000329553045

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Sturman Wealth Advisors' 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 STURMAN WEALTH ADVISORS.

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

Helping the score