Original filing (PDF)20251013174417NAL0000871699002

STUMBAUGH & ASSOCIATES, INC.

Name: STUMBAUGH & ASSOCIATES, INC. — STUMBAUGH & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: STUMBAUGH & ASSOCIATES, INC.

Form 5500

FILING_RECEIVED

STUMBAUGH & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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 (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STUMBAUGH & ASSOCIATES, INC..

Plan sponsor

Name

STUMBAUGH & ASSOCIATES, INC.

EIN

95-2809630all filings

Address

3303 NORTH SAN FERNANDO BLVD. · BURBANK, CA · 91504

Phone

(818) 240-1627

Industry