Assets by plan
Share of aggregate retirement assets
Filings through .
3 plans aggregated / $24.6M assets / 56 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Cash balance
Profit-sharing
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | STONEHENGE PARTNERS CORP 401(K) PLAN | 401(k) | $17.8M | 24 | 2025 |
| #003 | STONEHENGE PARTNERS CASH BALANCE PLAN | Cash balance | $5.7M | 15 | 2025 |
| #002 | STONEHENGE PARTNERS PROFIT SHARING PLAN | Profit-sharing | $1.0M | 17 | 2025 |