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Original filing (PDF)20251219151047NAL0014471858001
STONEMOR INC DBA EVERSTORY PARTNERS
Form 5500
FILING_RECEIVED
EVERSTORY PARTNERS RETIREMENT PLAN
401(k) retirement plan
Signals · 1
Late filing · 1.1 mo
Active participants
2,262
Accounts w/ balance
3,805
Plan assets (EOY)
$39.8M
Net assets (EOY)
$39.8M
How this plan invests
This plan
17 pooled trusts
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
96
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Filed 1.1 months past the 10.5-month grace window.
- 70 bps in Schedule C fees — 141% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STONEMOR INC DBA EVERSTORY PARTNERS.
Plan sponsor
Name
STONEMOR INC DBA EVERSTORY PARTNERS
EIN
80-0103152
Address
955 KELLER ROAD · SUITE 1500 · ALTAMONTE SPRINGS, FL · 32714
Phone
(215) 826-2800
Industry
Retail Tradesee 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
2025-12-19
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $184K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $92K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
Investments
6 direct securities · 17 pooled funds· $38.8M(97% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$23.4M
11 holdings
Pooled Separate Account
$8.4M
6 holdings
Uncategorized
$6.9M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| GREAT GRAY TRUST AMERICAN FUNDS 203 GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $3.9M | 9.7% | |
| GREAT GRAY TRUST AMERICAN FUNDS 203 GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $3.9M | 9.7% | |
| GREAT GRAY TRUST AMERICAN FUNDS 204 GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $3.0M | 7.6% | |
| GREAT GRAY TRUST AMERICAN FUNDS 204 GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $2.7M | 6.7% | |
| MASSMUTUAL BLUE CHIP GROWTH I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $2.6M | 6.5% | |
| SAGIC Diversified Bond I Guaranteed Interest Account | — | — | — | $2.5M | 6.4% | |
| GREAT GRAY TRUST AMERICAN FUNDS 202 GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $2.5M | 6.2% | |
| MM S&P 500 INDEX I MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $2.4M | 6.0% | |
| GREAT GRAY TRUST AMERICAN FUNDS 205 GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $2.3M | 5.8% | |
| GREAT GRAY TRUST AMERICAN FUNDS 205 GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $1.5M | 3.7% | |
| GREAT GRAY TRUST AMERICAN FUNDS 202 GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | — | — | $1.4M | 3.6% | |
| GREAT GRAY TRUST AMERICAN FUNDS 206 GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $1.4M | 3.5% | |
| Franklin Rising Dividends R6 Mutual Fund | — | — | — | $1.3M | 3.3% | |
| AMERICAN FUNDS WASHINGTON MUTUAL R6 AMERICAN FUNDS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.3M | 3.2% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $1.1M | 2.7% | |
| MFS INTL DIVERSIFICATION R6 MFS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $986K | 2.5% | |
| American Funds Balanced Fund R6 Mutual Fund | — | — | — | $786K | 2.0% | |
| MASSMUTUAL TOTAL RETURN BOND I MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $755K | 1.9% | |
| Delaware Diversified Income R6 Mutual Fund | — | — | — | $616K | 1.5% | |
| GREAT GRAY TRUST AMERICAN FUNDS 201 GREAT GRAY · EIN 38-4126259 / PN 563 | Common Collective Trust | — | — | $615K | 1.5% | |
| Allspring Special Small Cap Value R6 Mutual Fund | — | — | — | $590K | 1.5% | |
| MASSMUTUAL MID CAP GROWTH I MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $420K | 1.1% | |
| GREAT GRAY TRUST AMERICAN FUNDS 201 GREAT GRAY · EIN 38-4126290 / PN 593 | Common Collective Trust | — | — | $334K | 0.8% |