Sponsor portfolio
STONEBRIDGE FINANCIAL GROUP
EIN 36-4541349investment managementLatest filing 2025
Plans
2
Retirement
1
$7.6M assets
Welfare
1
Participants
13
3770 S. LINDBERGH BOULEVARD, SUITE 102 - ST. LOUIS, MO 63127314-729-9500stonebridgefin.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
STONEBRIDGE FINANCIAL RETIREMENT PLAN
401k
Assets$7.6M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
STONEBRIDGE FINANCIAL GROUP MCF BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | STONEBRIDGE FINANCIAL RETIREMENT PLAN | 401k | $7.6M | 9 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | STONEBRIDGE FINANCIAL GROUP MCF BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans