· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
J. STONE AND SON, INC. — J. STONE AND SON, INC. PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251118121636NAL0004314960001
J. STONE AND SON, INC.
Form 5500-SF
FILING_RECEIVED
J. STONE AND SON, INC. PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
21
Accounts w/ balance
15
Plan assets (EOY)
$4.9M
Net assets (EOY)
$4.9M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
J. STONE AND SON, INC.
.
Find decision makers
Plan sponsor
Name
J. STONE AND SON, INC.
EIN
04-2494375
Address
23 TURCOTTE MEMORIAL DRIVE · ROWLEY, MA · 01969
Phone
(978) 948-7276
Industry
Wholesale Trade
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-10-01
Tax period
2025-09-30
Filed
2025-11-18
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Wholesale Trade plans
NORTHWEST PIONEER, INC.
NORTHWEST PIONEER, INC. PROFIT SHARING & SALARY SAVINGS PLAN
$4.9M · 67 participants
NOTES & QUERIES, INC.
NOTES & QUERIES, INC. 401(K) PLAN AND TRUST
$4.9M · 18 participants
ALLIED BOX AND EXCELSIOR CO INC.
ALLIED BOX AND EXCELSIOR PROFIT SHARING 401(K) PLAN
$5.0M · 14 participants
PAPER ENTERPRISES, INC.
PAPER ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN
$4.8M · 58 participants
MURNANE PAPER COMPANY, INC.
MURNANE PAPER COMPANY, INC. 401(K) PROFIT SHARING PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$4.8M · 11 participants
HALLMARK CARDS, INC.
HALLMARK RETIREE PENSION PLAN
$4.8M
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
