Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Stone Hill Fiduciary Management LL
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
Stone Hill Fiduciary Management LL is named as a service provider on the Schedule C of 29 retirement plans with 100 or more participants for plan year 2024, covering 29,814 participant records. Most often it is reported for investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $772K. Per plan, the median was $52.20 per participant, with the middle half of plans between $24.42 and $88.51. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in New York (23), New Jersey (2) and Texas (1).
In 2013 it appeared on 10 such filings; in 2024, 27. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $24.42 | $52.20 | $88.51 |
| Compensation as a share of plan net assets | 0.07% | 0.11% | 0.23% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Raymours Furniture Company, Inc. 401(k) and Profit Sharing Plan | Raymours Furniture Company, Inc. | NY | 6,558 | $266M | $35K |
| G-Iii Apparel Group, Ltd. 401(k) Plan | G III Apparel Group | NY | 3,102 | $192M | $50K |
| Engel Burman Senior Housing 401(k) Plan | Engel Burman Senior Housing at East Meadow, Inc. | NY | 3,039 | $33.9M | $25K |
| Aventura Health Group LLC 401(k) Plan | Aventura Health Group LLC | NJ | 2,253 | $712K | $6,000 |
| Comtech Telecommunications Corp. 401(k) Plan | Comtech Telecommunications Corp. | NY | 2,082 | $347M | $28K |
| Professional Orthopedic and Sports Physical Therapy, P.C. Employee Savings Plan | Professional Orthopedic and Sports Physical Therapy, P.C. | NY | 1,638 | $64.2M | $40K |
| World Travel Holdings, Inc. 401(k) Savings Plan | World Travel Holdings, Inc. | MA | 1,551 | $77.4M | $30K |
| Nobu 401(k) Retirement Plan | Nobu Group, LLC | NY | 1,306 | $18.2M | $43K |
| Nassau Candy Retirement Savings Plan | Nassau Candy Distributors, Inc. | NY | 1,222 | $19.1M | $27K |
| Ennovi Industries, Inc. 401(k) Plan | Ennovi Industries, Inc. | NY | 994 | $48.3M | $43K |
| Ace Endico Corp. 401(k) Plan | Ace Endico Corp. | NY | 791 | $33.5M | $25K |
| Grassi & Co. 401(k) Plan | Grassi & Co., CPAS, P.C. | NY | 575 | $52.5M | $40K |
| Great Neck Tools, Inc. 401(k) Plan | Great Neck Tools, Inc. 401(k) Plan | NY | 565 | $20.5M | $20K |
| New SPS, LLC 401(k) Plan | New SPS, LLC | IL | 455 | $8.4M | $24K |
| G2O 401(k) Savings Plan | G2O, LLC | OH | 425 | $42.1M | $31K |
| Marlabs 401(k) Plan | Marlabs LLC | NJ | 407 | $13.0M | $36K |
| Kinplex 401(k) Plan | Kinplex Corporation | NY | 354 | $11.3M | $20K |
| Accommodations Plus International 401(k) Plan | Lodging Solutions, LLC d/b/a Accommodations Plus International | NY | 325 | $14.8M | $28K |
| Win-Holt Equipment Corporation 401(k) Savings Plan | Win-Holt Equipment Corporation | NY | 280 | $8.7M | $14K |
| Uncommongoods, LLC 401(k) Profit Sharing Plan | Uncommongoods, LLC | NY | 270 | $13.1M | $46K |
| Forest Manor/montclaire Care Centers 401(k) Employee Savings Plan | Forest Manor Care Center Inc. DBA Glen Cove Center for Nursing and Reh | NY | 258 | $12.5M | $9,998 |
| Stratos 401(k) Plan | Stratos Global Services, LLC | NY | 234 | $34.1M | $25K |
| KMM Retirement Plan | KMM Telecommunications | TX | 191 | $8.7M | $20K |
| Voyetra Turtle Beach 401(k) Plan | Voyetra Turtle Beach, Inc. | NY | 168 | $19.3M | $20K |
| Dreamwear Inc. 401(k) Retirement Plan | Dreamwear Inc. | NY | 168 | $17.5M | $20K |
| Long Island Care Center 401(k) Savings and Retirement Plan | Long Island Care Center, Inc. | NY | 168 | $4.6M | $9,999 |
| Abelcine Management LLC 401(k) Retirement Plan | Abelcine Management LLC | NY | 161 | $10.6M | $26K |
| Abel Cine Tech, Inc. 401(k) Retirement Plan | Abel Cine Tech, Inc. | NY | 153 | $8.4M | $25K |
| Hunter Business School Inc. 401(k) Plan | Hunter Business School Inc. | NY | 121 | $3.7M | $8,000 |
Questions and answers
How many plans does Stone Hill Fiduciary Management LL serve?
29 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Stone Hill Fiduciary Management LL?
The median plan reported $52.20 per participant in direct and indirect compensation (29 plans reporting an amount), or 0.11% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment advisory (plan) (22 plans), Recordkeeping and information management (7 plans), Trustee (bank, trust company, or similar financial institution) (7 plans) and Other services (7 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.