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STONE HAVEN CARE — STONE HAVEN CARE 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250709153310NAL0004931009001
STONE HAVEN CARE
Form 5500-SF
FILING_RECEIVED
STONE HAVEN CARE 401(K) PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
3
Plan assets (EOY)
$43K
Net assets (EOY)
$43K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
STONE HAVEN CARE
.
Find decision makers
Plan sponsor
Name
STONE HAVEN CARE
EIN
46-3870997
Address
578 N. MATHILDA AVE · SUNNYVALE, CA · 94085
Phone
(408) 481-9920
Industry
Health Care & Social Assistance
see all
Plan administrator
Name
BDH PENSION, INC.
EIN
86-1714305
City
NEWBURY PARK, CA
Phone
(805) 544-1112
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-09
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
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 providers
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Knocking points off
Only 33% as many balances as active participants — suggests many active employees aren't deferring.
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.
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