Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STONEBRIDGE FINANCIAL GROUP, LLC
EIN 46-1727685financial servicesLatest filing 2025
Plans
2
Retirement
2
$9.6M assets
Welfare
0
Participants
57
602 N. FRONT STREET - WORMLEYSBURG, PA 17043717-736-7007stonebridgefg.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.6M assets / 57 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#001
STONEBRIDGE FINANCIAL GROUP RETIREMENT PLAN
401k
Assets$8.0M
Participants33
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
STONEBRIDGE FINANCIAL GROUP, LLC CASH BALANCE PLAN
CashBalance
Assets$1.6M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | STONEBRIDGE FINANCIAL GROUP RETIREMENT PLAN | 401k | $8.0M | 33 | 2025 | |
| 002 | STONEBRIDGE FINANCIAL GROUP, LLC CASH BALANCE PLAN | CashBalance | $1.6M | 24 | 2025 |
Retirement plans