Back to filter
Original filing (PDF)20250828120941NAL0020414274001
S & E STONE, LLC
Form 5500-SF
FILING_RECEIVED
S & E STONE, LLC 401(K) PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
1
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Knocking points off
- Only 11% as many balances as active participants — suggests many active employees aren't deferring.
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 S & E STONE, LLC.
Plan sponsor
Name
S & E STONE, LLC
EIN
20-3707753
Address
3856 WATERFORD DR · MYRTLE BEACH, SC · 295775828
Phone
—
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
2025-08-28
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
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
RAMON RAY NAVARRO, P.A.
NAVARRO GROUP RETIREMENT PLAN AND TRUST
$1.3M · 2 participants
CEDAR CREEK REALTY, INC.
CEDAR CREEK REALTY, INC. 401(K) PLAN
$1.3M · 9 participants
THE ALL-STAR TEAM, INC.
THE ALL-STAR TEAM, INC. 401(K) PROFIT SHARING PLAN
$1.3M · 17 participants
ROBERT KAIRALLA
ROBERT KAIRALLA 401(K) RETIREMENT PLAN AND TRUST
$1.3M · 2 participants
WILLIAM GRIPPO
WILLIAM GRIPPO 401K PROFIT SHARING PLAN
$1.3M · 1 participants
WAGHALTER INVESTMENT GROUP, INC.
REMAX ON THE COAST 401(K) P/S PLAN
$1.3M · 5 participants
Large plans in South Carolina
MICHELIN NORTH AMERICA, INC. C/O RETIREMENT MANAGER
MICHELIN 401(K) SAVINGS PLAN
$4.5B · 15,068 participants
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC
THE SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC MULTIPLE EMPLOYER PENSION PLAN
$3.7B · 1,489 participants
SAVANNAH RIVER NUCLEAR SOLUTIONS
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC MASTER TRUST
$3.7B
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC
THE SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC DEFINED CONTRIBUTION PLAN
$2.8B · 9,871 participants
MICHELIN NORTH AMERICA, INC
MICHELIN RETIREMENT PLAN
$2.2B · 3,464 participants
PRISMA HEALTH
PRISMA HEALTH RETIREMENT SAVINGS PLAN
$2.2B · 32,659 participants