What public Form 5500 filings show about the Stonemark Management, LLC 401(k) plan — and how to find and check your own account.
Stonemark Management, LLC (EIN 20-2034501) reports STONEMARK MANAGEMENT, LLC 401(K) RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $4.5M in plan assets across 238 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 Stonemark Management, LLC filing — schedules, fees, and providers.
Stonemark Management, LLC’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 Stonemark Management, LLCHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): JONES AND KOLB, CMFG LIFE INSURANCE, WORLD INVESTMENT ADVISORS.
