Original filing (PDF)20240209105318NAL0002943747001

Small Stone

Name: Small Stone — Small Stone Simple 401(k), Form 5500 (2023)
Creator: Small Stone
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Small Stone Simple 401(k)

401(k) retirement plan · Small Stone's Small Stone Simple 401(k) filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Small Stone's EIN is 92-0254687.

EIN 92-0254687

Plan number 001

Plan year 2023

ACK ID 20240209105318NAL0002943747001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Small Stone from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Small Stone's plan includes a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

SMALL STONE

EIN

all filings

Address

1516 GREAT HIGHWAY · SAN FRANCISCO, CA · 94122

Phone

(216) 409-1798

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-01-31

Filed

2024-02-09

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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