Back to filter
Original filing (PDF)20250710092726NAL0006424321001
FIVE STONES INTELLIGENCE
Form 5500-SF
FILING_RECEIVED
FIVE STONES INTELLIGENCE INC. 401(K)
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
160
Accounts w/ balance
68
Plan assets (EOY)
$3.7M
Net assets (EOY)
$3.7M
Plan health score (directional)
72
/ 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
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- No independent qualified public accountant (IQPA) named.
- Only 43% 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 FIVE STONES INTELLIGENCE.
Plan sponsor
Name
FIVE STONES INTELLIGENCE
EIN
26-2330603
Address
1750 PENNSYLVANIA AVE NW · UNIT 27085 · WASHINGTON, DC · 200386504
Phone
(703) 599-9250
Industry
Professional & Technical Servicessee 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
2025-07-10
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)
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 Professional & Technical Services plans
PRONEXUS, LLC
PRONEXUS, LLC 401(K) & PROFIT SHARING PLAN
$3.7M · 65 participants
SPRINGBOARD HR LLC
SPRINGBOARD HR RETIREMENT SAVINGS PLAN
$3.7M · 76 participants
GALBRAITH & CO.
GALBRAITH & CO. 401(K) PLAN
$3.7M · 10 participants
TIMOTHY J. FEUSNER PENSION SERVICES, INC.
TIMOTHY J. FEUSNER PENSION SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST
$3.7M · 5 participants
FUSION ANESTHESIA SOLUTIONS, LTD
PHYSICIANS ACCOUNTING 401(K) PLAN
$3.7M · 81 participants
ACCOUNTING RESOURCES, INC.
ACCOUNTING RESOURCES, INC. 401(K) PROFIT SHARING PLAN
$3.7M · 43 participants
Large plans in District of Columbia
BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERS
CENTRAL PENSION FUND OF THE IUOE & PARTICIPATING EMPLOYERS
$27.4B · 104,686 participants
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND
IAM NATIONAL PENSION FUND
$15.0B · 102,863 participants
VANTAGETRUST COMPANY, LLC
VTI MISSIONSQUARE PLUS FUND
$9.8B
DANAHER CORPORATION
DANAHER CORPORATION & SUBSIDIARIES SAVINGS PLAN
$6.5B · 23,252 participants
GEICO CORPORATION
GEICO 401(K) SAVINGS PLAN
$6.2B · 28,209 participants
FEDERAL NATIONAL MORTGAGE ASSOCIATION
FEDERAL NATIONAL MORTGAGE ASSOCIATION RETIREMENT SAVINGS PLAN FOR EMPLOYEES
$4.6B · 8,187 participants