How big is Stonybrook Capital, LLC's plan?

Stonybrook Capital, LLC's plan reported $1.9M in assets and 9 participants for 2024.

Original filing (PDF)20251007082328NAL0004492337001

Stonybrook Capital, LLC

Name: Stonybrook Capital, LLC — Stony Brook Capital, LLC, Form 5500 (2024)
Creator: Stonybrook Capital, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stony Brook Capital, LLC 401(k) Plan

401(k) retirement plan · Stonybrook Capital, LLC's Stony Brook Capital, LLC 401(k) Plan held $1.9M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Joseph Scheerer signed Stonybrook Capital, LLC's 2024 Form 5500 as plan administrator.

Joseph Scheerer — 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

Stonybrook Capital, LLC's EIN is 45-4118821.

EIN 45-4118821

Plan number 001

Plan year 2024

ACK ID 20251007082328NAL0004492337001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stonybrook Capital, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stonybrook Capital, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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 (92nd percentile).

Plan sponsor

Name

STONYBROOK CAPITAL, LLC

EIN

all filings

Address

122 EAST 42ND STREET · SUITE 2120 · NEW YORK, NY · 10168

Phone

(646) 927-0438

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator