How big is Slatestone Wealth, LLC's plan?

Slatestone Wealth, LLC's plan reported $1.8M in assets and 28 participants for 2024.

Original filing (PDF)20250606075013NAL0021280480001

Slatestone Wealth, LLC

Name: Slatestone Wealth, LLC — Slatestone Wealth, LLC, Form 5500 (2024)
Creator: Slatestone Wealth, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Slatestone Wealth, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Slatestone Wealth, LLC's Slatestone Wealth, LLC 401(k) Profit Sharing Plan held $1.8M in plan assets for 28 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Michelle Bonney signed Slatestone Wealth, LLC's 2024 Form 5500 as plan administrator.

Michelle Bonney — 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

Slatestone Wealth, LLC's EIN is 61-1815919.

EIN 61-1815919

Plan number 001

Plan year 2024

ACK ID 20250606075013NAL0021280480001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Slatestone Wealth, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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

Helping the score