How big is Stonefly Financial LLC's plan?

Stonefly Financial LLC's plan reported $35K in assets and 3 participants for 2024.

Original filing (PDF)20250930154613NAL0011891889001

Stonefly Financial LLC

Name: Stonefly Financial LLC — Stonefly Financial LLC, Form 5500 (2024)
Creator: Stonefly Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stonefly Financial LLC 401(k) Plan

401(k) retirement plan · Stonefly Financial LLC's Stonefly Financial LLC 401(k) Plan held $35K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$35K

Net assets (EOY)

$35K

People on this filing

TARA Evans, for TAG Resources signed Stonefly Financial LLC's 2024 Form 5500 as plan administrator.

TARA Evans, for TAG Resources — 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

Stonefly Financial LLC's EIN is 84-2414356.

EIN 84-2414356

Plan number 001

Plan year 2024

ACK ID 20250930154613NAL0011891889001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stonefly Financial LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stonefly Financial LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STONEFLY FINANCIAL LLC.

Finding similar companies…

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