Stonehenge Retirement Planners Llc
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 350
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pension and profit sharing plans | 350 | $0 | — |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Pumpman Holdings Llc 401(k) Profit Sharing Plan & Trust Pumpman Holdings Llc | Saddle Brook, NJ | 2025 |
| Magnus Title Agency Llc 401(k) Profit Sharing Plan & Trust Magnus Title Agency Llc | 2024 | |
| Searchpros Staffing Llc 401(k) Profit Sharing Plan & Trust Searchpros Staffing Llc | 2024 | |
| Paychex Pooled Employer 401(k) Plan Paychex Retirement Llc | 2024 | |
| Historic Palm Llc 401(k) Profit Sharing Plan & Trust Historic Palm Llc | 2024 | |
| Pluto Acquisition Opco Llc 401(k) Profit Sharing Plan & Trust Pluto Acquisition Opco Llc | 2024 | |
| Bestlife Holdings Inc 401(k) Profit Sharing Plan & Trust Bestlife Holdings Inc | 2024 | |
| Soaren Management Llc 401(k) Profit Sharing Plan & Trust Soaren Management Llc | 2024 | |
| Valor It Inc 401(k) Profit Sharing Plan & Trust Valor It Inc | 2024 | |
| Associated Retina Consultants 401(k) Profit Sharing Plan & Trust Associated Retina Consultants | Phoenix, AZ | 2021 |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mark Goldfinger | Principal, Chief Compliance Officer | Jan 2018 (9y) | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (10)
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/16/2026 | 882 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Other fees
- • A PERCENTAGE OF ASSETS UNDER ADVISEMENT
Services
- • Pension consulting services
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 16, 2026.
View current Form ADV (SEC/IAPD) ↗