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THE STONE INDEPENDENT SCHOOL — THE STONE INDEPENDENT SCHOOL 403(B) RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250611101348NAL0025826304001
THE STONE INDEPENDENT SCHOOL
Form 5500-SF
FILING_RECEIVED
THE STONE INDEPENDENT SCHOOL 403(B) RETIREMENT PLAN
403(b) retirement plan
Active participants
19
Accounts w/ balance
6
Plan assets (EOY)
$57K
Net assets (EOY)
$57K
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
THE STONE INDEPENDENT SCHOOL
.
Find decision makers
Plan sponsor
Name
THE STONE INDEPENDENT SCHOOL
EIN
47-5288443
Address
480 NEW HOLLAND AVE STE 7101 · LANCASTER, PA · 17602
Phone
(717) 468-0019
Industry
Educational Services
see 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
2025-06-11
Pension benefit codes
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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BRIGHT HORIZONS, INC.
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65
Knocking points off
Only 32% 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.
Small plan (5500-SF) — Schedule H data not available.
PACE BRANTLEY PREPARATORY SCHOOL, INC.
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