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Original filing (PDF)20250730074215NAL0001758563001
STONEHENGE OF OREM LLC
Form 5500
FILING_RECEIVED
STONEHENGE 401(K) PLAN
401(k) retirement plan
Signals · 2
~125 bps in Sched C feesNo recordkeeper disclosed
Active participants
270
Accounts w/ balance
191
Plan assets (EOY)
$5.1M
Net assets (EOY)
$5.1M
How this plan invests
This plan
2 pooled trusts
Schedule D
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 125 bps in Schedule C fees — 140% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STONEHENGE OF OREM LLC.
Plan sponsor
Name
STONEHENGE OF OREM LLC
EIN
26-1325556
Address
36S 400W SUITE 101 · OREM, UT · 84059
Phone
(801) 960-9000
Industry
Health Care & Social Assistancesee 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)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
Audit & trust (Schedule H)
Auditor
LARSON & COMPANY, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTERMOUNTAIN WEALTH MANAGEMENT | — | IDAHO FALLS, ID | INVESTMENT ADVISOR | $19K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN TRUST COMPANY | 62-0951563 | — | CONTRACT ADMINISTRATION | $35K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LARSON & COMPANY, PC | 87-0516083 | — | AUDITOR | $10K | — |
Investments
15 direct securities · 2 pooled funds· $5.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$4.3M
15 holdings
Common Collective Trust
$826K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund-Admiral Mutual Fund | — | — | — | $1.2M | 22.5% | |
| UT STABLE VALUE MASTER TRUST AMERICAN TRUST COMPANY · EIN 37-1992955 / PN 008 | Common Collective Trust | — | — | $758K | 14.8% | |
| Vanguard Value Index-Admiral Mutual Fund | — | — | — | $748K | 14.6% | |
| Vanguard Interm-Term Bond Index Adm Mutual Fund | — | — | — | $656K | 12.8% | |
| in (b) Identity of issue, borrower, lessor, or (e) Current Interest similar party (c) Description of investment value DFA Large Cap International I Mutual Fund | — | — | — | $304K | 5.9% | |
| Vanguard Growth Index Admiral Mutual Fund | — | — | — | $297K | 5.8% | |
| Vanguard Mid Cap Index-Admiral Mutual Fund | — | — | — | $228K | 4.4% | |
| Vanguard International Value Fund Mutual Fund | — | — | — | $216K | 4.2% | |
| Vanguard Mid-Cap Value Index Admiral Mutual Fund | — | — | — | $163K | 3.2% | |
| Vanguard Small Cap Index Admiral Mutual Fund | — | — | — | $121K | 2.4% | |
| DFA US Targeted Value Mutual Fund | — | — | — | $117K | 2.3% | |
| DFA Emerging Markets I Mutual Fund | — | — | — | $103K | 2.0% | |
| American Funds US Government Sec R6 Mutual Fund | — | — | — | $100K | 2.0% | |
| UNIFIED COLLECTIVE INVESTMENT TRUST AMERICAN TRUST COMPANY · EIN 61-2025474 / PN 001 | Common Collective Trust | — | — | $68K | 1.3% | |
| Vanguard Mid-Cap Growth Index Admiral Mutual Fund | — | — | — | $64K | 1.2% | |
| participant account balances. Maturities range from 2025 to 2029. | — | — | — | $28K | 0.6% | |
| Vanguard REIT Index Adm Mutual Fund | — | — | — | $6K | 0.1% |
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