Back to filter
Original filing (PDF)20250730102736NAL0004512529001
STONEGATE GROUP LLC
Form 5500-SF
FILING_RECEIVED
STONEGATE GROUP 401K RETIREMENT PLAN
401(k) retirement plan
Active participants
18
Accounts w/ balance
16
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STONEGATE GROUP LLC.
Plan sponsor
Name
STONEGATE GROUP LLC
EIN
20-0079868
Address
235 WEST CENTRAL STREET · NATICK, MA · 01760
Phone
(508) 655-1700
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
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 providersRelated plans
Similar-size Real Estate plans
COLLINS CAPITAL PARTNERS LLC
COLLINS CAPITAL PARTNERS LLC RETIREMENT PLAN
$2.2M · 12 participants
KUTCHA INTERNATIONAL, INC.
KUTCHA INTERNATIONAL, INC. PROFIT SHARING PLAN
$2.2M · 7 participants
PREMIER HOUSING MANAGEMENT, LLC
PREMIER HOUSING MANAGEMENT 401(K) PLAN
$2.2M · 109 participants
WOW VO INC.
WOW VO INC. 401(K) PROFIT SHARING PLAN
$2.2M · 4 participants
THE GLADES GOLF & COUNTRY CLUB, INC.
THE GLADES GOLF & COUNTRY CLUB INC RETIREMENT
$2.2M · 69 participants
WLA INVESTMENTS, INC.
WLA INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN
$2.2M · 7 participants
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