Original filing (PDF)20230816151038NAL0003825442001

STONE CLAIMS GROUP

Name: STONE CLAIMS GROUP — STONE CLAIMS GROUP, INC. 401K, Form 5500 (2022)
Creator: STONE CLAIMS GROUP

Form 5500-SF

FILING_RECEIVED

STONE CLAIMS GROUP, INC. 401K

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$210K

Net assets (EOY)

$210K

Plan health score

Top-tier plan health

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STONE CLAIMS GROUP.

Plan sponsor

Name

STONE CLAIMS GROUP

EIN

81-0946085

Address

260 1ST AVE. S · SUITE 200 BOX 225 · ST. PETERSBURG, FL · 33701

Phone

(352) 383-6438

Industry

Finance & Insurancesee all

Plan administrator

Name

ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES

EIN

62-1874769

City

KNOXVILLE, TN

Phone

(865) 670-1844

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-08-16

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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