PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. STONE INDUSTRIES, INC.
Sponsor portfolioTH

STONE INDUSTRIES, INC.

EIN 22-2177220-Mining, Quarrying, and Oil and Gas Extraction-Latest filing 2025
Plans
4
Retirement
3
$30.1M assets
Welfare
1
$229K premiums
Participants
475
400-402 CENTRAL AVENUE - HALEDON, NJ 07508973-595-6250
Plans on this EIN
4 filings
#001401k-$25.4M - 196 part#002401k-$4.1M - 123 part#003401k-$569K - 9 part#501Mixed-$229K - 152 lives

Retirement portfolio analytics

3 plans aggregated / $30.1M assets / 328 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • 401(K) PROFIT-SHARING PLAN (#001)84%
  • 472 UNION 401(K) (#002)14%
  • 560 UNION 401(K) (#003)2%
Total $30.1MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
84%top
  • PENSERV PLAN SERVICES, INC.84%
  • (Not disclosed)16%
Total $30.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) PROFIT-SHARING PLAN (#001)196
  • 472 UNION 401(K) (#002)123
  • 560 UNION 401(K) (#003)9
Total 328Click row to drill in

Benefits portfolio analytics

1 plan / $229K premiums / 152 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$187K
  • Vision$187K
  • Other$42K
  • Life$41K
Total $229K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY82%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA18%
Total $229K2 slices

Broker market share

Schedule A broker compensation

Split broker
35%top
  • SCHONBERG, THOMAS35%
  • PROFESSIONAL GROUP PLANS INC31%
  • ARCHON LLC12%
  • THOMAS SCHONBERG11%
  • LOURO, STEPHEN9%
  • +1 more
Total $27K6 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

STONE INDUSTRIES, INC. 401(K) PROFIT-SHARING PLAN

401k

Assets$25.4M
Participants196
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

STONE INDUSTRIES LOCAL 472 UNION 401(K) PLAN

401k

Assets$4.1M
Participants123
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

STONE INDUSTRIES LOCAL 560 UNION 401(K) PLAN

401k

Assets$569K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

STONE INDUSTRIES HEALTH AND WELFARE BENEFITS PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE CO.

Premiums$229K
Covered lives152
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001STONE INDUSTRIES, INC. 401(K) PROFIT-SHARING PLAN401k$25.4M1962024
002STONE INDUSTRIES LOCAL 472 UNION 401(K) PLAN401k$4.1M1232025
003STONE INDUSTRIES LOCAL 560 UNION 401(K) PLAN401k$569K92025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501STONE INDUSTRIES HEALTH AND WELFARE BENEFITS PLANMixedCIGNA HEALTH AND LIFE INSURANCE CO.$229K1522025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica