Back to filter
Original filing (PDF)20251014174458NAL0007036354001
TREDSTONE GROUP, LLC
Form 5500-SF
FILING_RECEIVED
TREDSTONE GROUP, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
2
Accounts w/ balance
3
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
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 TREDSTONE GROUP, LLC.
Plan sponsor
Name
TREDSTONE GROUP, LLC
EIN
26-1078268
Address
1355 GREENWOOD CLIFF, SUITE 300 · CHARLOTTE, NC · 28204
Phone
(704) 556-7900
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
2025-10-14
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)
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
THB COLORADO LLC
THB COLORADO LLC PROFIT SHARING PLAN
$1.4M · 20 participants
MARINERS COMPANIES, INC.
MARINERS COMPANIES, INC. PROFIT SHARING
$1.4M · 4 participants
CALVIS WYANT BUILDING AND DEVELOPMENT COMPANY, INC.
CALVIS WYANT BUILDING AND DEVELOPMENT COMPANY, INC. CASH BALANCE PENSION PLAN
$1.4M · 2 participants
STADIUM WEALTH MANAGEMENT LLC
STADIUM WEALTH MANAGEMENT 401(K) PLAN
$1.4M · 5 participants
SUTHERLAND TITLE COMPANY
SUTHERLAND TITLE COMPANY 401(K) PROFIT SHARING PLAN
$1.4M · 18 participants
CELAJ MANAGEMENT CORP
CELAJ MANAGEMENT CORP 401(K) PLAN
$1.4M · 15 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants