How big is Story Essentials LLC's plan?

Story Essentials LLC's plan reported $41K in assets and 1 participants for 2024.

Original filing (PDF)20250630132614NAL0017329168001

Story Essentials LLC

Name: Story Essentials LLC — Story Essentials LLC 401(k), Form 5500 (2024)
Creator: Story Essentials LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Story Essentials LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Story Essentials LLC's Story Essentials LLC 401(k) Profit Sharing Plan & Trust held $41K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$41K

Net assets (EOY)

$41K

People on this filing

Margaret M Dehaan signed Story Essentials LLC's 2024 Form 5500 as plan administrator.

Margaret M Dehaan — 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

Story Essentials LLC's EIN is 84-3867542.

EIN 84-3867542

Plan number 001

Plan year 2024

ACK ID 20250630132614NAL0017329168001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STORY ESSENTIALS 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

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 (96th percentile).

Plan sponsor

Name

STORY ESSENTIALS LLC

EIN

all filings

Address

5053 N 44TH ST · PHOENIX, AZ · 850181622

Phone

(480) 334-2270

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator