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Sponsor portfolio

TERRA STONE DESIGN, LLC

EIN 26-3438547-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$412K assets
Welfare
0
Participants
7
10944 E ONYX COURT - SCOTTSDALE, AZ 85259602-561-8026
Plans on this EIN
2 filings
#001CashBalance-$339K - 3 part#002401k-$72K - 4 part

Retirement portfolio analytics

2 plans aggregated / $412K assets / 7 participants

Assets by plan

Share of aggregate retirement assets

82%top
  • CASH BALANCE PLAN (#001)82%
  • DESIGN, LLC 401(K) (#002)18%
Total $412KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DESIGN, LLC 401(K) (#002)4
  • CASH BALANCE PLAN (#001)3
Total 7Click row to drill in

Plan deep-dives

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

TERRA STONE DESIGN, LLC CASH BALANCE PLAN

CashBalance

Assets$339K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

TERRA STONE DESIGN, LLC 401(K) PLAN

401k

Assets$72K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001TERRA STONE DESIGN, LLC CASH BALANCE PLANCashBalance$339K32024
002TERRA STONE DESIGN, LLC 401(K) PLAN401k$72K42025
Retirement plans
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