Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BOUNDARY STONE PARTNERS LLC
EIN 46-2945820government relationsLatest filing 2024
Plans
2
Retirement
2
$2.5M assets
Welfare
0
Participants
75
999 E STREET, NW - SUITE 600 - WASHINGTON, DC 20004202-834-3445boundarystonepartners.comLinkedIn11-50 employeesgovernment relations
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.5M assets / 75 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
BOUNDARY STONE PARTNERS 401(K) PROFIT SHARING PLAN
401k
Assets$2.4M
Participants69
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
BOUNDARY STONE PARTNERS CASH BALANCE PENSION PLAN
CashBalance
Assets$173K
Participants6
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 | BOUNDARY STONE PARTNERS 401(K) PROFIT SHARING PLAN | 401k | $2.4M | 69 | 2024 | |
| 002 | BOUNDARY STONE PARTNERS CASH BALANCE PENSION PLAN | CashBalance | $173K | 6 | 2024 |
Retirement plans