How big is Steadmont Advisors, LLC's plan?

Steadmont Advisors, LLC's plan reported $445K in assets and 5 participants for 2024.

Original filing (PDF)20250905110443NAL0010551811001

Steadmont Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Steadmont Advisors, LLC 401(k) Plan

401(k) retirement plan · Steadmont Advisors, LLC's Steadmont Advisors, LLC 401(k) Plan held $445K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$445K

Net assets (EOY)

$445K

People on this filing

Taylor Hart signed Steadmont Advisors, LLC's 2024 Form 5500 as plan administrator.

Taylor Hart — 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

Steadmont Advisors, LLC's EIN is 99-0484620.

EIN 99-0484620

Plan number 001

Plan year 2024

ACK ID 20250905110443NAL0010551811001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Steadmont Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Steadmont Advisors, LLC's 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 STEADMONT ADVISORS, 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