Stone Industries, Inc. 401(k) Profit Sharing Plan
Sponsored by Stone Industries, Inc. · EIN 222177220 · Plan #001
- Total assets
- $25.4M
- Net assets
- $25.4M
- Active participants
- 153
- With balances
- 196
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 |
|---|---|---|
| Northeast Financial Group, Inc. CRD 122609 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Northeast Financial Group | Investment management, Investment management fees (direct) | $61,223 |
| Penserv Plan Service, Inc. | Recordkeeping, Recordkeeping fees | $16,581 |
| Charles Schwab | Custodial (securities), Account maintenance fees | $10,495 |