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

Form 5500-SF

FILING_RECEIVED

SEEZ 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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 THE STONE AGENCY, INC DBA SEEZ.

Plan sponsor

Name

THE STONE AGENCY, INC DBA SEEZ

EIN

56-1907770

Address

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

Phone

(919) 845-1956

Industry

Professional & Technical Servicessee 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

2025-04-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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