Stone Source 401(k) Profit Sharing Plan
Sponsored by Stone Source, Llc. · EIN 030593691 · Plan #001
- Total assets
- $8.0M
- Net assets
- $8.0M
- Active participants
- 62
- With balances
- 109
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 |
|---|---|---|
| Bleakley Financial Group, Llc CRD 318366 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| American Trust Company | Trustee (discretionary), Contract administrator, Recordkeeping | $40,150 |
| Bleakley Financial Group | Investment advisory (plan), Direct payment from the plan | $29,808 |
| Mazars Usa Llp | Accounting, Direct payment from the plan | $15,750 |