Original filing (PDF)20250917123029NAL0000353857001

EDEN STONE CO., LLC

Name: EDEN STONE CO., LLC — EDEN STONE CO., LLC EMPLOYEE RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: EDEN STONE CO., LLC

Form 5500

FILING_RECEIVED

EDEN STONE CO., LLC EMPLOYEE RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

205

Accounts w/ balance

175

Plan assets (EOY)

$15.0M

Net assets (EOY)

$15.0M

How this plan invests

This plan

1 pooled trust

Schedule D

28 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (23rd percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (18th percentile).

Decision-maker contacts

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

Plan sponsor

Name

EDEN STONE CO., LLC

EIN

39-1077054

Address

W4520 LIME ROAD · EDEN, WI · 53019

Phone

(920) 477-2521

Industry

Mining, Quarrying, Oil & Gassee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-17

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
LINCOLN NATIONAL CORPORATION	35-1140070	—	SERVICE PROVIDER	$28K	—
LINCOLN NATIONAL CORPORATION	35-1140070	—	SERVICE PROVIDER	$3K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
RBC WEALTH MANAGEMENT/MARK CAPOMACC

Investments

28 direct securities · 1 pooled fund· $29.6M(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.

Pooled Separate Account

$14.6M

1 holding

Other securities

$14.6M

26 holdings

Bonds / Notes

$380K

1 holding

Stable Value

$15K

1 holding

					% of plan
LINCOLN LIFE SEPARATE ACCOUNT 4K LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 402	Pooled Separate Account	—	—	$14.6M	97.4%
American 2040 Target Date Retirement Fund Mutual funds held in pooled separate account	Other securities	—	—	$2.8M	18.5%
American 2030 Target Date Retirement Fund Mutual funds held in pooled separate account	Other securities	—	—	$2.5M	16.9%
American 2035 Target Date Retirement Fund Mutual funds held in pooled separate account	Other securities	—	—	$2.4M	16.3%
American 2025 Target Date Retirement Fund Mutual funds held in pooled separate account	Other securities	—	—	$2.3M	15.5%
American 2045 Target Date Retirement Fund Mutual funds held in pooled separate account	Other securities	—	—	$1.4M	9.5%
JPMorgan Large Cap Growth Fund Mutual funds held in pooled separate account	Other securities	—	—	$713K	4.7%
American 2050 Target Date Retirement Fund Mutual funds held in pooled separate account	Other securities	—	—	$690K	4.6%
Vanguard 500 Index Fund Mutual funds held in pooled separate account	Other securities	—	—	$556K	3.7%
American 2020 Target Date Retirement Fund Mutual funds held in pooled separate account	Other securities	—	—	$553K	3.7%
Participant loans - 3.25% to 9.50% notes, maturing through December 2039 $0	Bonds / Notes	—	—	$380K	2.5%
American 2060 Target Date Retirement Fund Mutual funds held in pooled separate account	Other securities	—	—	$160K	1.1%
American 2055 Target Date Retirement Fund Mutual funds held in pooled separate account	Other securities	—	—	$131K	0.9%
American 2015 Target Date Retirement Fund Mutual funds held in pooled separate account	Other securities	—	—	$121K	0.8%
Alliance Bernstein Global Bond Fund Mutual funds held in pooled separate account	Other securities	—	—	$86K	0.6%
American 2010 Target Date Retirement Fund Mutual funds held in pooled separate account	Other securities	—	—	$27K	0.2%
Vanguard Mid Cap Growth Index Fund Mutual funds held in pooled separate account	Other securities	—	—	$23K	0.2%
Lincoln Guaranteed Stable Value Fund Guaranteed investment contract	Stable Value	—	—	$15K	0.1%
American Perspective Fund Mutual funds held in pooled separate account	Other securities	—	—	$5K	<0.1%
Vanguard Mid Cap Value Index Fund Mutual funds held in pooled separate account	Other securities	—	—	$4K	<0.1%
Vanguard Mid Cap Index Fund Mutual funds held in pooled separate account	Other securities	—	—	$4K	<0.1%
Vanguard Small Cap Growth Index Fund Mutual funds held in pooled separate account ** 57 Vanguard Small Cap Value Index Fund Mutual funds held in pooled separate account	Other securities	—	—	$3K	<0.1%
State Street Russell Small Cap Growth Fund Mutual funds held in pooled separate account	Other securities	—	—	$2K	<0.1%
Baird Core Plus Bond Institutional Fund Mutual funds held in pooled separate account ** 919 DFA Institutional Small Cap Portfolio Fund Mutual funds held in pooled separate account	Other securities	—	—	$2K	<0.1%
State Street Russell Large Cap Growth Fund Mutual funds held in pooled separate account	Other securities	—	—	$2K	<0.1%
DFA US Small Cap Value Fund Mutual funds held in pooled separate account	Other securities	—	—	$2K	<0.1%
Victory Sycamore Established Value Fund Mutual funds held in pooled separate account	Other securities	—	—	$1K	<0.1%
American 2065 Target Date Retirement Fund Mutual funds held in pooled separate account ** 40 American Europacific Growth Fund Mutual funds held in pooled separate account	Other securities	—	—	$1K	<0.1%
American International Growth Fund Mutual funds held in pooled separate account	Other securities	—	—	$1K	<0.1%