Filings through .
Ward Stone LLC
EIN 20-0510504mining & metalsLatest filing 2025
Plans
2
Retirement
1
$808K assets
Health & Benefits
1
Participants
30
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
WARD COMPANIES 401(K) RETIREMENT PLAN
401(k)
Assets$808K
Participants30
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
WARD STONE, LLC CBIN BENEFIT PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | WARD COMPANIES 401(K) RETIREMENT PLAN | 401(k) | $808K | 30 | 2025 |
- #001 · 401(k) · 202530
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | WARD STONE, LLC CBIN BENEFIT PLAN | Self-funded | - | $0 | 0 | 2025 |
- #501 · Self-funded · 20250
Retirement plans
Health & Benefits plans