PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Stock and Leader
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Stock and Leader

EIN 23-2849149-law practice-Latest filing 2024
Plans
2
Retirement
1
$17.3M assets
Health & Benefits
1
$319K premiums
Participants
160
221 W PHILADELPHIA STREET, SUITE E600 - YORK, PA 17401717-846-9800stockandleader.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
2 filings
#001401(k)-$17.3M - 92 part#501Mixed-$319K - 138 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $319K premiums / 138 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$242K
  • Long-term disability$56K
  • Life$10K
  • Short-term disability$9K
  • Other$1K
Total $319K5 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

STOCK AND LEADER RETIREMENT SAVINGS PLAN

401(k)

Assets$17.3M
Participants92
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

STOCK AND LEADER, A PROFESSIONAL CORPORATION GROUP HEALTH PLAN

Mixed - HM LIFE INSURANCE COMPANY

Premiums$319K
Covered lives138
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001STOCK AND LEADER RETIREMENT SAVINGS PLAN401(k)$17.3M922024
  • STOCK AND LEADER RETIREMENT SAVINGS PLAN$17.3M
    #001 · 401(k) · 202492

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501STOCK AND LEADER, A PROFESSIONAL CORPORATION GROUP HEALTH PLANMixedHM LIFE INSURANCE COMPANY$319K1382024
  • STOCK AND LEADER, A PROFESSIONAL CORPORATION GROUP HEALTH PLAN$319K
    #501 · Mixed · HM LIFE INSURANCE COMPANY · 2024138
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica