Stonemor Inc DBA Everstory Partners 401(k) match, vesting and fees
What Stonemor Inc DBA Everstory Partners' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Company O | Schedule C ↗ |
| Independent auditor | Grant Thornton LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 479 defined-contribution plans in retail trade with 1,000 to 4,999 participants.
| Stonemor Inc DBA Everstory Partners: employer contribution per participant | $197 | |
| Peer median | $1,023 |
| Stonemor Inc DBA Everstory Partners: average balance | $10,459 | |
| Peer median | $43,395 |
| Stonemor Inc DBA Everstory Partners: admin expenses ÷ assets | 0.74% | |
| Peer median | 0.23% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $37.8M at the end of plan year 2021 to $39.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 4,023 | $39.8M | $751K | $197 | 0.74% | Not published | Form 5500 ↗ |
| 2023 | 3,160 | $35M | $523K | $280 | 0.70% | Not published | Form 5500 ↗ |
| 2022 | 2,779 | $33.6M | $759K | $295 | 0.92% | Not published | Form 5500 ↗ |
| 2021 | 2,555 | $37.8M | $445K | $200 | 0.75% | Not published | Form 5500 ↗ |
Other Stonemor Inc DBA Everstory Partners plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Stonemor Shipper Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Form 5500-SF ↗ |
Stonemor Union Retirement and Savings Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Common questions
Does Stonemor Inc DBA Everstory Partners match 401(k) contributions?
The match terms for the Everstory Partners Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $751K in employer contributions, about $197 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Stonemor Inc DBA Everstory Partners 401(k) match vested?
The vesting schedule for the Everstory Partners Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Stonemor Inc DBA Everstory Partners 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company O. The plan administrator is Stonemor Inc DBA Everstory Partners.
I left Stonemor Inc DBA Everstory Partners. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Stonemor Inc DBA Everstory Partners, (215) 826-2800) or the recordkeeper, Empower Annuity Insurance Company O. The Stonemor Inc DBA Everstory Partners old 401(k) page lists the contacts from every plan filing. Find an old Stonemor Inc DBA Everstory Partners 401(k)
Data from the public Form 5500 annual reports Stonemor Inc DBA Everstory Partners filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Stonemor Inc DBA Everstory Partners. Not financial advice. Report a correction · Methodology