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BARNSTONE ADVISORS, LLC

EIN 27-4860561-financial services-Latest filing 2025
Plans
1
Retirement
1
$1.2M assets
Welfare
0
Participants
3
388 W. POTHOUSE ROAD, SUITE A - PHOENIXVILLE, PA 19460610-917-2210barnstoneadvisors.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$1.2M - 3 part

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Retirement#001

BARNSTONE ADVISORS, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$1.2M
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BARNSTONE ADVISORS, LLC 401(K) PROFIT SHARING PLAN401k$1.2M32025
Retirement plans
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