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  1. Companies/
  2. Stonebridge Financial Advisors LLC

Filings through Oct 24, 2026.

Stonebridge Financial Advisors LLC

EIN 42-1651886-investment banking-Latest filing 2025
Plans
1
Retirement
1
$5.0M assets
Health & Benefits
0
Participants
4
1820 NW 118TH STREET, SUITE 150 - CLIVE, IA 50325515-223-4202LinkedIn1-10 employeesinvestment banking
Plans on this EIN
1 filing
#001401(k)-$5.0M - 4 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

STONEBRIDGE FINANCIAL ADVISORS 401K AND PROFIT SHARING PLAN

401(k)

Assets$5.0M
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001STONEBRIDGE FINANCIAL ADVISORS 401K AND PROFIT SHARING PLAN401(k)$5.0M42025
  • STONEBRIDGE FINANCIAL ADVISORS 401K AND PROFIT SHARING PLAN$5.0M
    #001 · 401(k) · 20254
Retirement plans
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