Back to filter
Original filing (PDF)20250520133442NAL0001358691001
STONEBRANCH, INC.
Form 5500-SF
FILING_RECEIVED
STONEBRANCH 401(K) PLAN
401(k) retirement plan
Active participants
70
Accounts w/ balance
71
Plan assets (EOY)
$3.7M
Net assets (EOY)
$3.7M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STONEBRANCH, INC..
Plan sponsor
Name
STONEBRANCH, INC.
EIN
58-2491721
Address
4550 NORTH POINT PKWY · SUITE 400 · ALPHARETTA, GA · 30022
Phone
(678) 366-7887
Industry
Software Publishers· Information / Tech / Mediasee 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
2025-05-20
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Software Publishers plans
SORNA CORPORATION
SORNA CORPORATION CASH BALANCE PLAN
$3.7M · 10 participants
CORTEXDATA INC
CORTEXDATA INC 401(K) PLAN
$3.7M · 87 participants
DOOSAN GRIDTECH, INC.
DOOSAN GRIDTECH, INC. 401K PLAN
$3.7M · 61 participants
EVOLV TECHNOLOGY SOLUTIONS, INC.
EVOLV TECHNOLOGY SOLUTIONS, INC. 401(K) PLAN
$3.6M · 23 participants
MINDSNACKS, INC
ELEVATE LABS 401(K) PLAN
$3.6M · 39 participants
NEW OCEAN HEALTH SOLUTIONS
NEW OCEAN HEALTH SOLUTIONS 401(K) PLAN
$3.6M · 28 participants
Large plans in Georgia
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS GROUP TRUST
$42.9B
DELTA AIR LINES, INC
THE DELTA AIR LINES, INC. DEFINED CONTRIBUTION PLA
$37.3B
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS RETIREMENT PLAN
$21.2B · 39,297 participants
DELTA AIR LINES, INC.
DELTA MASTER TRUST
$20.1B
INVESCO TRUST COMPANY
INVESCO SHORT-TERM BOND FUND
$19.7B
BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLAN
THE TEAMSTER - UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN
$19.3B · 451,512 participants