Red Stone Equity Partners, LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Red Stone Equity Partners, LLC
  • Sponsor EIN: 208432456
  • Sponsor Address: 1100 SUPERIOR AVENUE, CLEVELAND, OH, 44114
  • Plan Type: 401(k)
  • Total Participants: 107
  • Total Assets: $21.6M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024107$21.6M$517,540$1.5M
202399$17.3M$323,091$1.4M
202297$12.8M$251,305$1.2M

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