Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STONE MEDICAL GROUP, LLC
EIN 01-0589120Wholesale TradeLatest filing 2024
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
88
1160 SOUTH ROGERS CIRCLE, SUITE 2 - BOCA RATON, FL 33487561-998-2402stonemedicalgroup.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 88 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
STONE MEDICAL GROUP, LLC CASH BALANCE PLAN
CashBalance
Assets$829K
Participants69
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
STONE MEDICAL GROUP, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$454K
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | STONE MEDICAL GROUP, LLC CASH BALANCE PLAN | CashBalance | $829K | 69 | 2024 | |
| 001 | STONE MEDICAL GROUP, LLC 401(K) PROFIT SHARING PLAN | 401k | $454K | 19 | 2024 |
Retirement plans