Sturm Financial Group Inc. 401(k) Plan: Login, Facts & Contact Information

Sturm Financial Group Inc. 401(k) Plan Facts

Plan name
STURM FINANCIAL GROUP 401(K) PROFIT SHARING PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
STURM FINANCIAL GROUP INC.
Participants
778 (533 active employees)
Former employees with a balance
231
Plan assets
$49,678,488 at Dec 31, 2024
Average account balance
$65,195 across 762 accounts
Employer contributions
$1,067,130 in plan year 2024 (28% of all contributions)
Recordkeeper
Voya Retirement Insurance & Annuity
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1992
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 9, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $3.83 million went into the plan in contributions, $1.07 million of it from the employer (28%).
  • $4.96 million was paid out to participants.
  • Investment and other income added $5.70 million.
  • Administrative expenses were $33,078, about $43 per account.

How the Sturm Financial Group Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019723$35.2 million$849,848$2.48 million
2020802$40.1 million$834,143$2.98 million
2021788$45.9 million$864,275$4.03 million
2022756$37.3 million$1.81 million$4.93 million
2023729$45.2 million$1.30 million$3.78 million
2024778$49.7 million$1.07 million$4.96 million

Sturm Financial Group Inc. 401(k) Contact Information

Phone
303-394-5360
Mailing address
3033 EAST FIRST AVE., SUITE 300, DENVER CO 80206
Plan sponsor
STURM FINANCIAL GROUP INC.
Employer identification number (EIN)
84-1564498
Plan number
001

Questions about the Sturm Financial Group Inc. 401(k)

Does Sturm Financial Group Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.07 million, 28% of all contributions.

Does the Sturm Financial Group Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Sturm Financial Group Inc 401(k) plan?

778 participants at the start of plan year 2024, 533 of them active employees, and 231 former employees who still had money in the plan.

What is the average 401(k) balance at Sturm Financial Group Inc?

About $65,195 per account: $49.7 million in plan assets across 762 accounts with a balance at the end of plan year 2024.

Who manages the Sturm Financial Group Inc 401(k) accounts?

Voya Financial (listed on the filing as VOYA RETIREMENT INSURANCE & ANNUITY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Sturm Financial Group Inc. How do I access my 401(k)?

Your account stays with Voya Financial after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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