Original filing (PDF)20241121050728NAL0000443696001

STONES MECHANICAL LLC

Name: STONES MECHANICAL LLC — STONES MECHANICAL - 401(K), Form 5500 (2023)
Creator: STONES MECHANICAL LLC

Form 5500-SF

FILING_RECEIVED

STONES MECHANICAL - 401(K)

401(k) retirement plan

Signals · 1

Late filing · 0.2 mo

Active participants

107

Accounts w/ balance

Plan assets (EOY)

$173K

Net assets (EOY)

$173K

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STONES MECHANICAL LLC.

Plan sponsor

Name

STONES MECHANICAL LLC

EIN

20-3969074

Address

3667 US HWY 227 · CARROLLTON, KY · 41008

Phone

(502) 741-1531

Industry

Admin Support & Waste Mgmtsee 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

2024-11-21

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Admin Support & Waste Mgmt plans

EBS-4U INC

EBS-4U, INC. 401(K) PLAN

$173K · 33 participants

H&B PROPERTY SERVICES, INC. DBA NEW MARK PROPERTY SERVICES

NEW MARK PROPERTY SERVICES 401K PLAN

$172K · 4 participants

TUCSON ESTATES PROPERTY OWNER

TUCSON ESTATES PROPERTY OWNER 401(K) PLAN

$172K · 16 participants

H.I.S. FIRE SAFETY EQUIPMENT L

H I S FIRE SAFETY EQUIPMENT LL 401(K) PROFIT SHARING PLAN & TRUST

$172K · 21 participants

PROFESSIONAL RETAIL OUTLET SERVICES LLC

PROFESSIONAL RETAIL OUTLET SER 401(K) PROFIT SHARING PLAN & TRUST

Knocking points off

No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Filed 0.2 months past the 10.5-month grace window.
Only 26% 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.