Original filing (PDF)20251009092517NAL0003785891001

STONE BAY MANAGEMENT, L.L.C.

Name: STONE BAY MANAGEMENT, L.L.C. — STONE BAY MANAGEMENT, L. L. C. , 401(K) PLAN, Form 5500 (2024)
Creator: STONE BAY MANAGEMENT, L.L.C.

Form 5500-SF

FILING_RECEIVED

STONE BAY MANAGEMENT, L. L. C. , 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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 STONE BAY MANAGEMENT, L.L.C..

Plan sponsor

Name

STONE BAY MANAGEMENT, L.L.C.

EIN

47-1269370

Address

1646 WEST CHESTER PIKE, SUITE 8 · WEST CHESTER, PA · 19382

Phone

(267) 460-6256

Industry

Management of Companies / Holdingssee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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