Original filing (PDF)20250828174425NAL0018411552001

OAK AND STONE CONSULTANTS, LLC

Name: OAK AND STONE CONSULTANTS, LLC — OAK AND STONE CONSULTANTS, LLC 401(K) PLAN, Form 5500 (2024)
Creator: OAK AND STONE CONSULTANTS, LLC

Form 5500-SF

FILING_RECEIVED

OAK AND STONE CONSULTANTS, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$27K

Net assets (EOY)

$27K

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OAK AND STONE CONSULTANTS, LLC.

Plan sponsor

Name

OAK AND STONE CONSULTANTS, LLC

EIN

83-0721545

Address

PO BOX 1426 · PAUMA VALLEY, CA · 92061

Phone

(760) 560-6645

Industry

Professional & Technical Servicessee 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

2025-08-28

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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