Back to filter
Original filing (PDF)20250925124305NAL0007639057001
STONE DEAN LLP
Form 5500-SF
FILING_RECEIVED
STONE DEAN LLP PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
18
Accounts w/ balance
22
Plan assets (EOY)
$3.7M
Net assets (EOY)
$3.7M
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 STONE DEAN LLP.
Plan sponsor
Name
STONE DEAN LLP
EIN
46-1598433
Address
21052 OXNARD STREET · WOODLAND HILLS, CA · 91367
Phone
(818) 595-7702
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-25
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
3B · Covers self-employed individuals
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 Law Offices plans
HOFFMAN, COMFORT, OFFUTT, SCOTT & HALSTAD
HOFFMAN COMFORT OFFUTT SCOTT & HALSTAD 401K
$3.7M · 15 participants
LOWE, MOBLEY & LOWE
LOWE MOBLEY & LOWE PROFIT SHARING PLAN
$3.7M · 9 participants
DAVID J FEIT ESQ PLLC
DAVID J FEIT ESQ PLLC 401(K) PROFIT SHARING PLAN & TRUST
$3.7M · 4 participants
DAPEER, ROSENBLIT & LITVAK LLP
DAPEER, ROSENBLIT & LITVAK 401(K) PROFIT SHARING PLAN
$3.7M · 16 participants
BULLARO & CARTON, P.C.
BULLARO & CARTON, P.C. PROFIT SHARING PLAN
$3.7M · 8 participants
TUFT, LACH, JERABEK & OCONNELL
TUFT, LACH, JERABEK & O'CONNELL P 401(K) PROFIT SHARING PLAN AND
$3.7M · 22 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B