How big is Stone Tree, Inc.'s plan?

Stone Tree, Inc.'s plan reported $198K in assets and 26 participants for 2024.

Original filing (PDF)20250320120219NAL0011198624001

Stone Tree, Inc.

Name: Stone Tree, Inc. — Stone Tree, Inc. 401(k) Profit, Form 5500 (2024)
Creator: Stone Tree, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stone Tree, Inc. 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Stone Tree, Inc.'s Stone Tree, Inc. 401(k) Profit Sharing Plan and Trust held $198K in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$198K

Net assets (EOY)

$198K

Plan identifiers

Stone Tree, Inc.'s EIN is 68-0362472.

EIN 68-0362472

Plan number 001

Plan year 2024

ACK ID 20250320120219NAL0011198624001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Stone Tree, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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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