How big is Stone Rose Management Inc.'s plan?

Stone Rose Management Inc.'s plan reported $84K in assets and 17 participants for 2024.

Original filing (PDF)20250718145856NAL0003251490001

Stone Rose Management Inc.

Name: Stone Rose Management Inc. — Stone Rose Management, Form 5500 (2024)
Creator: Stone Rose Management Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stone Rose Management Inc. 401(k) Plan

401(k) retirement plan · Stone Rose Management Inc.'s Stone Rose Management Inc. 401(k) Plan held $84K in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$84K

Net assets (EOY)

$84K

People on this filing

Marcus Bowie signed Stone Rose Management Inc.'s 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Stone Rose Management Inc.'s EIN is 83-0923623.

EIN 83-0923623

Plan number 001

Plan year 2024

ACK ID 20250718145856NAL0003251490001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

STONE ROSE MANAGEMENT INC

EIN

all filings

Address

14728 PIPELINE AVENUE SUITE F · CHINO HILLS, CA · 91709

Phone

(323) 684-8578

Industry

Professional & Technical Services

Plan administrator