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  2. J. STONE AND SON, INC.
Sponsor portfolio

J. STONE AND SON, INC.

EIN 04-2494375-Wholesale Trade-Latest filing 2025
Plans
2
Retirement
2
$12.0M assets
Welfare
0
Participants
44
23 TURCOTTE MEMORIAL DRIVE - ROWLEY, MA 01969978-948-7276jstoneandson.comLinkedIn11-50 employees
Plans on this EIN
2 filings
#002401k-$7.1M - 23 part#001ProfitSharing-$4.9M - 21 part

Retirement portfolio analytics

2 plans aggregated / $12.0M assets / 44 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • PLAN & TRUST (#002)59%
  • PROFIT SHARING PLAN (#001)41%
Total $12.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#002)23
  • PROFIT SHARING PLAN (#001)21
Total 44Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

J STONE & SON INC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$7.1M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

J. STONE AND SON, INC. PROFIT SHARING PLAN

ProfitSharing

Assets$4.9M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002J STONE & SON INC 401(K) PROFIT SHARING PLAN & TRUST401k$7.1M232025
001J. STONE AND SON, INC. PROFIT SHARING PLANProfitSharing$4.9M212025
Retirement plans
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