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  2. Stewart & Sons Insurance, Inc.

Filings through Oct 24, 2026.

Stewart & Sons Insurance, Inc.

EIN 65-0801385-insurance-Latest filing 2024
Plans
1
Retirement
1
$3.8M assets
Health & Benefits
0
Participants
11
8548 CRYSTAL COURT - FORT MYERS, FL 33907239-936-8844LinkedIn11-50 employeesinsurance
Plans on this EIN
1 filing
#001401(k)-$3.8M - 11 part

Plan summaries

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

Retirement#001

STEWART & SONS INSURANCE, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401(k)

Assets$3.8M
Participants11
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
#001STEWART & SONS INSURANCE, INC. 401(K) PROFIT SHARING PLAN AND TRUST401(k)$3.8M112024
  • STEWART & SONS INSURANCE, INC. 401(K) PROFIT SHARING PLAN AND TRUST$3.8M
    #001 · 401(k) · 202411
Retirement plans
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