Sturm Financial Group INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Sturm Financial Group INC. (EIN 841564498)
  • Plan Type: 401(k)
  • Total Participants: 533
  • Total Assets: $49.7M
  • Sponsor State: CO

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024533$49.7M$1.1M$2.6M
2023512$45.2M$1.3M$2.8M
2022518$37.3M$1.8M$2.6M

Service Providers

  • STOCKMAN KAST RYAN & CO, LLC — Accountant / Independent Qualified Public Accountant

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