Original filing (PDF)20251010112932NAL0007614241001

STONEHAVEN WEALTH & TAX SOLUTIONS, LLC

Name: STONEHAVEN WEALTH & TAX SOLUTIONS, LLC — STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 401(K) PLAN, Form 5500 (2024)
Creator: STONEHAVEN WEALTH & TAX SOLUTIONS, LLC

Form 5500-SF

FILING_RECEIVED

STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 401(K) PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$174K

Net assets (EOY)

$174K

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 (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

STONEHAVEN WEALTH & TAX SOLUTIONS, LLC

EIN

45-4177818all filings

Address

540 S WESTLAND DR · APPLETON, WI · 54914

Phone

(920) 882-0427

Industry

Finance & Insurancesee all

Plan administrator