Original filing (PDF)20240411161441NAL0001170192001

STOKE HOUSE UNLIMITED, LLC

Name: STOKE HOUSE UNLIMITED, LLC — STOKE HOUSE UNLIMITED, LLC 401K PLAN, Form 5500 (2023)
Creator: STOKE HOUSE UNLIMITED, LLC

Form 5500-SF

FILING_RECEIVED

STOKE HOUSE UNLIMITED, LLC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STOKE HOUSE UNLIMITED, LLC.

Plan sponsor

Name

STOKE HOUSE UNLIMITED, LLC

EIN

46-3408754

Address

18-B JOURNEY · ALISO VIEJO, CA · 92656

Phone

(949) 769-3700

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-04-11

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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