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  2. Stuart and Associates Planners

Filings through Oct 24, 2026.

Stuart and Associates Planners

EIN 84-4030564-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
1
Retirement
1
$305K assets
Health & Benefits
0
Participants
6
1100 FIRST AVE, STE 104 - KING OF PRUSSIA, PA 19406215-908-5449
Plans on this EIN
1 filing
#001401(k)-$305K - 6 part

Plan summaries

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

Retirement#001

STUART AND ASSOCIATES PLANNERS 401(K) PROFIT SHARING PLAN & TRU

401(k)

Assets$305K
Participants6
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
#001STUART AND ASSOCIATES PLANNERS 401(K) PROFIT SHARING PLAN & TRU401(k)$305K62025
  • STUART AND ASSOCIATES PLANNERS 401(K) PROFIT SHARING PLAN & TRU$305K
    #001 · 401(k) · 20256
Retirement plans
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