How big is The Stone Agency, Inc. DBA SEEZ's plan?

The Stone Agency, Inc. DBA SEEZ's plan reported $1.2M in assets and 14 participants for 2024.

Original filing (PDF)20250415093833NAL0005399360001

The Stone Agency, Inc. DBA SEEZ

Name: The Stone Agency, Inc. DBA SEEZ — SEEZ 401(k) Plan, Form 5500 (2024)
Creator: The Stone Agency, Inc. DBA SEEZ
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SEEZ 401(k) Plan

401(k) retirement plan · The Stone Agency, Inc. DBA SEEZ's SEEZ 401(k) Plan held $1.2M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

The Stone Agency, Inc. DBA SEEZ's EIN is 56-1907770.

EIN 56-1907770

Plan number 001

Plan year 2024

ACK ID 20250415093833NAL0005399360001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Stone Agency, Inc. DBA SEEZ from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Stone Agency, Inc. DBA SEEZ's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

THE STONE AGENCY, INC DBA SEEZ

EIN

all filings

Address

6325 FALLS OF NEUSE ROAD · SUITE 35-336 · RALEIGH, NC · 27615

Phone

(919) 845-1956

Industry

Professional & Technical Services

Plan administrator