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Sponsor portfolio

FOURSTONE WEALTH MANAGEMENT, LLC

EIN 26-0541626-Finance and Insurance-Latest filing 2024
Plans
1
Retirement
1
$2.9M assets
Welfare
0
Participants
6
PO BOX 607 - BARTLESVILLE, OK 74005918-336-5400
Plans on this EIN
1 filing
#001401k-$2.9M - 6 part

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Retirement#001

FOURSTONE WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$2.9M
Participants6
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FOURSTONE WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN401k$2.9M62024
Retirement plans
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