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STONEBRIDGE WEALTH MANAGEMENT

EIN 27-3940995-financial services-Latest filing 2025
Plans
1
Retirement
1
$2.3M assets
Welfare
0
Participants
4
1010 JORIE BLVD., SUITE #144 - OAKBROOK, IL 60523630-230-1836stonebridgewm.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$2.3M - 4 part

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Retirement#001

STONEBRIDGE WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$2.3M
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001STONEBRIDGE WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST401k$2.3M42025
Retirement plans
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