How big is Theoni, Inc.'s plan?

Theoni, Inc.'s plan reported $165K in assets and 82 participants for 2024.

Original filing (PDF)20251023162940NAL0002283011001

Theoni, Inc.

Name: Theoni, Inc. — Theoni Collection Retirement Plan, Form 5500 (2024)
Creator: Theoni, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Theoni Collection Retirement Plan

401(k) retirement plan · Theoni, Inc.'s Theoni Collection Retirement Plan held $165K in plan assets for 82 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$165K

Net assets (EOY)

$165K

People on this filing

Betsy Stone signed Theoni, Inc.'s 2024 Form 5500 as plan administrator.

Betsy Stone — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Theoni, Inc.'s EIN is 47-5426686.

EIN 47-5426686

Plan number 001

Plan year 2024

ACK ID 20251023162940NAL0002283011001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Theoni, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Theoni, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THEONI, INC..

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off