Assets by plan
Share of aggregate retirement assets
71%top
Sponsor portfolio
EDWARD JAMES STONE
EIN 20-1777487Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$398K assets
Welfare
0
Participants
4
3115 E LION LN STE 160 - SALT LAKE CITY, UT 841213514435-640-5810
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $398K assets / 4 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
THE STONE LAW FIRM INC CASH BALANCE PLAN
CashBalance
Assets$283K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
EDWARD JAMES STONE 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$114K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THE STONE LAW FIRM INC CASH BALANCE PLAN | CashBalance | $283K | 2 | 2024 | |
| 001 | EDWARD JAMES STONE 401(K) PROFIT SHARING PLAN & TRUST | 401k | $114K | 2 | 2025 |
Retirement plans