What public Form 5500 filings show about the Stone Tree, Inc. 401(k) plan — and how to find and check your own account.
Stone Tree, Inc. (EIN 68-0362472) reports STONE TREE, INC. 401(K) PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $198K in plan assets across 26 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 Tree, Inc. filing — schedules, fees, and providers.
Stone Tree, Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Stone Tree, Inc.HR for the recordkeeper’s name and login.
