Sponsor portfolio
STONE INSURANCE & FINANCIAL SERVICES, INC
EIN 45-4530283Finance and InsuranceLatest filing 2024
Plans
1
Retirement
1
$363K assets
Welfare
0
Participants
9
8811 BLAKENEY PROFESSIONAL DR, STE 110 - CHARLOTTE, NC 28277704-542-1500
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | STONE INSURANCE & FINANCIAL SERVICES, INC 401(K) PLAN | 401k | $363K | 9 | 2024 |
Retirement plans