Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STEGNER INVESTMENT ASSOCIATES, INC.
EIN 61-1253247investment managementLatest filing 2025
Plans
3
Retirement
2
$7.7M assets
Welfare
1
Participants
30
233 BRECKENRIDGE LN - LOUISVILLE, KY 40207502-895-0122stegnerinvestments.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $7.7M assets / 21 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
STEGNER INVESTMENT ASSOCIATES, INC 401 K PROFIT SHARING PLAN
401k
Assets$5.3M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
STEGNER INVESTMENT ASSOCIATES, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$2.4M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
STEGNER INVESTMENT ASSOCIATION CBS BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | STEGNER INVESTMENT ASSOCIATES, INC 401 K PROFIT SHARING PLAN | 401k | $5.3M | 11 | 2025 | |
| 002 | STEGNER INVESTMENT ASSOCIATES, INC. CASH BALANCE PENSION PLAN | CashBalance | $2.4M | 10 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | STEGNER INVESTMENT ASSOCIATION CBS BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans