Assets by plan
Share of aggregate retirement assets
61%top
Sponsor portfolio
WOODSTONE INVESTMENTS LTD
EIN 34-1824405real estateLatest filing 2025
Plans
2
Retirement
2
$74K assets
Welfare
0
Participants
5
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $74K assets / 5 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#003
WOODSTONE INVESTMENTS LTD. DEFINED BENEFIT PENSION PLAN AND TRUST
CashBalance
Assets$45K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
WOODSTONE INVESTMENTS LTD. PROFIT SHARING PLAN
ProfitSharing
Assets$29K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | WOODSTONE INVESTMENTS LTD. DEFINED BENEFIT PENSION PLAN AND TRUST | CashBalance | $45K | 3 | 2025 | |
| 004 | WOODSTONE INVESTMENTS LTD. PROFIT SHARING PLAN | ProfitSharing | $29K | 2 | 2025 |
Retirement plans