What public Form 5500 filings show about the Stone Industries, Inc. 401(k) plan — and how to find and check your own account.
Stone Industries, Inc. (EIN 22-2177220) reports STONE INDUSTRIES, INC. 401(K) PROFIT-SHARING PLAN on its most recent Form 5500, with $25.4M in plan assets across 253 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Stone Industries, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is PENSERV PLAN SERVICE, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Stone Industries, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): NORTHEAST FINANCIAL GROUP, THOMAS SCHONBERG, STEPHEN LOURO, PROFESSIONAL GROUP PLANS, CHARLES SCHWAB, CIGNA HEALTH AND LIFE INSURANCE COM.