Stonemark Management, Llc 401(k) Retirement Savings Plan
Sponsored by Stonemark Management, Llc · EIN 202034501 · Plan #001
- Total assets
- $4.5M
- Net assets
- $4.5M
- Active participants
- 238
- With balances
- 350
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| World Investment Advisors, Llc CRD 208512 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cmfg Life Insurance Company | Recordkeeping, Consulting (pension), Investment management | $31,841 |
| World Investment Advisors, Llc | Investment advisory (plan), Direct payment from the plan | $18,953 |
| Jones And Kolb | Accounting | $12,000 |