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  2. Whitestone Financial Service

Filings through Oct 24, 2026.

Sponsor portfolio

Whitestone Financial Service

EIN 33-2746901-Management of Companies and Enterprises-Latest filing 2025
Plans
1
Retirement
1
$110K assets
Welfare
0
Participants
11
1020 E. MAIN ST. - LAKELAND, FL 33801863-206-7156
Plans on this EIN
1 filing
#001401(k)-$110K - 11 part

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Retirement#001

WHITESTONE FINANCIAL SERVICE 401(K) PLAN

401(k)

Assets$110K
Participants11
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WHITESTONE FINANCIAL SERVICE 401(K) PLAN401(k)$110K112025
Retirement plans
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