Stone Financial

EIN 20-3630643financial servicesLatest filing 2025

Plans

Retirement

$1.9M assets

Welfare

Participants

34 W LANCASTER AVE. - SHILLINGTON, PA 19607610-775-9900stonefin.orgLinkedIn1-10 employeesfinancial services

Plans on this EIN

1 filing

#001401(k)-$1.9M - 8 part

Plan deep-dives

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Retirement#001

STONE FINANCIAL 401(K) PLAN

401(k)

Assets$1.9M

Participants8

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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #	Name	Type	Assets	Participants	Latest year
001	STONE FINANCIAL 401(K) PLAN	401(k)	$1.9M	8	2025

Retirement plans

Filings through Oct 24, 2026.

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