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Original filing (PDF)20250917145418NAL0000656867001
STONEAGE, INC.
Form 5500
FILING_RECEIVED
STONEAGE 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
156
Accounts w/ balance
194
Plan assets (EOY)
$18.1M
Net assets (EOY)
$18.1M
How this plan invests
This plan
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STONEAGE, INC..
Plan sponsor
Name
STONEAGE, INC.
EIN
84-0810170
Address
466 SOUTH SKYLANE DRIVE · DURANGO, CO · 81303
Phone
(970) 259-2868
Industry
Manufacturingsee 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
2025-09-17
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $18K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP | — | NEWPORT BEACH, CA | ADVISOR | $25K | — |
Investments
17 direct securities· $18.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $3.0M | 16.5% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $2.4M | 13.1% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $2.3M | 12.5% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $1.9M | 10.4% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $1.8M | 9.7% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $1.7M | 9.5% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $1.4M | 8.0% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $1.1M | 5.9% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $800K | 4.4% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $769K | 4.3% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $267K | 1.5% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $206K | 1.1% | |
| Vanguard Cash Reserves Federal MM Adm Vanguard 0 | — | — | — | $186K | 1.0% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $186K | 1.0% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $154K | 0.9% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $22K | 0.1% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $1K | <0.1% |
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