How big is Stone Key Group LLC's plan?

Stone Key Group LLC's plan reported $2.4M in assets and 7 participants for 2024.

Original filing (PDF)20250723131940NAL0005428304001

Stone Key Group LLC

Name: Stone Key Group LLC — Stone Key Group LLC Retirement, Form 5500 (2024)
Creator: Stone Key Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stone Key Group LLC Retirement Trust

401(k) retirement plan · Stone Key Group LLC's Stone Key Group LLC Retirement Trust held $2.4M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Racine Logan signed Stone Key Group LLC's 2024 Form 5500 as plan administrator.

Racine Logan — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Stone Key Group LLC's EIN is 26-3989353.

EIN 26-3989353

Plan number 001

Plan year 2024

ACK ID 20250723131940NAL0005428304001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stone Key Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stone Key Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STONE KEY GROUP LLC.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

STONE KEY GROUP LLC

EIN

all filings

Address

411 W PUTNAM AVE · STE 110 · GREENWICH, CT · 06830

Phone

(203) 930-3717

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator