Assets by plan
Share of aggregate retirement assets
56%top
Sponsor portfolio
STONEBRIDGE ADVISORS, INC.
EIN 34-2056878financial servicesLatest filing 2024
Plans
2
Retirement
2
$7.1M assets
Welfare
0
Participants
36
24 FREDERICK RD - ELLICOTT CITY, MD 21043443-288-0781stonebridgefinancialadvisors.netLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.1M assets / 36 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
STONEBRIDGE ADVISORS, INC. CASH BALANCE PLAN
CashBalance
Assets$4.0M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
STONEBRIDGE ADVISORS, INC. 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$3.1M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | STONEBRIDGE ADVISORS, INC. CASH BALANCE PLAN | CashBalance | $4.0M | 17 | 2024 | |
| 001 | STONEBRIDGE ADVISORS, INC. 401(K) PROFIT SHARING PLAN & TRUST | 401k | $3.1M | 19 | 2024 |
Retirement plans