Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STEWARDSHIP INVESTMENTS, INC.
EIN 47-5147743Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$700K assets
Welfare
0
Participants
10
691 98TH AVENUE N - NAPLES, FL 34108218-420-0708
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $700K assets / 10 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
STEWARDSHIP INVESTMENTS 401(K) PLAN
401k
Assets$386K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
STEWARDSHIP INVESTMENTS, INC. CASH BALANCE PLAN
CashBalance
Assets$313K
Participants5
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 | STEWARDSHIP INVESTMENTS 401(K) PLAN | 401k | $386K | 5 | 2024 | |
| 002 | STEWARDSHIP INVESTMENTS, INC. CASH BALANCE PLAN | CashBalance | $313K | 5 | 2024 |
Retirement plans