Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Blair Martin Dba Stonebridge Financial Group
EIN 27-1673686mechanical or industrial engineeringLatest filing 2025
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
16
100 SMITH RANCH ROAD #112 - SAN RAFAEL, CA 94903415-461-4961blairmartin.comLinkedIn51-200 employeesmechanical or industrial engineering
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 16 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BLAIR L MARTIN 401(K) PLAN
401(k)
Assets$1.0M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BLAIR MARTIN CASH BALANCE PENSION PLAN
Cash balance
Assets$303K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BLAIR L MARTIN 401(K) PLAN | 401(k) | $1.0M | 12 | 2025 | |
| 002 | BLAIR MARTIN CASH BALANCE PENSION PLAN | Cash balance | $303K | 4 | 2025 |
Retirement plans