Back to filter
Original filing (PDF)20250701220123NAL0007243123009
STORIES INHERITED
Form 5500-SF
FILING_RECEIVED
STORIES INHERITED 401(K) PLAN
401(k) retirement plan
Active participants
11
Accounts w/ balance
19
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
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 STORIES INHERITED.
Plan sponsor
Name
STORIES INHERITED
EIN
45-2710522
Address
707 VARNUM ST NW · WASHINGTON, DC · 20011
Phone
(301) 842-4274
Industry
Professional & Technical Servicessee all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
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
MEDIA PROS OF WNY INC.
MEDIA PROS OF WNY INC. 401(K) PLAN
$1.1M · 3 participants
REFINE LABS LLC
REFINE LABS 401(K) PLAN
$1.1M · 32 participants
7570, INC.
7570, INC. PROFIT SHARING PLAN
$1.1M · 1 participants
BURTON KARSTEDT ADVERTISING/MARKETING, INC.
BURTON KARSTEDT ADVERTISING/MARKETING, INC. PROFIT SHARING PLAN
$1.1M · 4 participants
ANALOGFOLK, LLC
ANALOGFOLK 401(K) PLAN
$1.1M · 14 participants
MORRISON SIGN COMPANY, INC.
MORRISON SIGN COMPANY, INC. 401K PLAN
$1.1M · 18 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