AUMdb

Stone Bank 401(k) Plan

Sponsored by Stone Bank · EIN 710271595 · Plan #001

Total assets
$7.7M
Net assets
$7.7M
Active participants
124
With balances
131

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Newport Group, Inc. Participant loan processing, Other fees, Recordkeeping $6,730