# Stern Brothers & Co. 401(k) Plan
Source: https://planprovider.pro/companies/stern-brothers-co-401k-plan

> Stern Brothers & Co.'s 401(k) plan: 45 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Stern Brothers & Co.

- **Sponsor EIN:** 431357568

- **Sponsor Address:** 8000 MARYLAND AVE. STE. 800, ST. LOUIS, MO, 63105

- **Plan Type:** 401(k)

- **Total Participants:** 45

- **Total Assets:** $11.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|45|$11.0M|$210,000|$723,371|

| 2023|45|$11.0M|$210,000|$723,371|

| 2022|40|$8.4M|$277,500|$693,181|

## Similar Plans

- [Nisa Investment Advisors, LLC](https://planprovider.pro/companies/nisa-investment-advisors-llc-plan-001) — 388 participants

- [Stifel Financial Corp.](https://planprovider.pro/companies/stifel-financial-corp-401k-plan) — 8,303 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/stern-brothers-co-401k-plan)

© 2026 PlanProvider.Pro