Plan Snapshot
- Plan Sponsor: Stone Source, LLC.
- Sponsor EIN: 030593691
- Sponsor Address: 215 PARK AVE S, NEW YORK, NY, 100031603
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 62 | $8.0M | $0 | $0 |
| 2023 | 70 | $10.0M | $2,645 | $8,129 |
| 2022 | 120 | $11.3M | $261,732 | $740,607 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FORVIS MAZARS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $15,461 | $6,760 | $8,701 | — | — |
| 2024 | $85,708 | $29,808 | $40,150 | $15,750 | — |
| 2023 | $88,773 | $31,862 | $44,830 | $12,081 | — |
| 2022 | $114,510 | $40,282 | $52,228 | — | $22,000 |