Original filing (PDF)20240702172132NAL0003759123001

STONE CONSULTING GROUP

Name: STONE CONSULTING GROUP — STONE CONSULTING GROUP 401(K) PLAN, Form 5500 (2023)
Creator: STONE CONSULTING GROUP

Form 5500-SF

FILING_RECEIVED

STONE CONSULTING GROUP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STONE CONSULTING GROUP.

Plan sponsor

Name

STONE CONSULTING GROUP

EIN

20-0724489

Address

1013 GALLERIA BOULEVARD, SUITE 290 · ROSEVILLE, CA · 95678

Phone

(916) 415-7062

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-02

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

RIVERSIDE FINANCIAL STRATEGIES, INC.

RIVERSIDE FINANCIAL STRATEGIES, INC. 401(K) PROFIT SHARING PLAN

$1.0M · 3 participants

IBIS INVESTMENT COMPANY

IBIS INVESTMENT COMPANY 401K PLAN

$1.0M · 7 participants

GATE CITY ADVISORS, LLC

GATE CITY ADVISORS, LLC 401K PLAN

$1.0M · 8 participants

BUTTONWOOD WEALTH LLC

BUTTONWOOD WEALTH 401(K) PLAN

$1.0M · 5 participants

YOCUM & COMPANY INC.

YOCUM & CO. INC. 401(K) PLAN

$1.0M · 5 participants