Assets by plan
Share of aggregate retirement assets
Filings through .
Boundary Stone Partners LLC
EIN 46-2945820government relationsLatest filing 2025
Plans
2
Retirement
2
$2.7M assets
Health & Benefits
0
Participants
74
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 / $2.7M assets / 74 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
BOUNDARY STONE PARTNERS 401(K) PROFIT SHARING PLAN
401(k)
Assets$2.5M
Participants68
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
BOUNDARY STONE PARTNERS CASH BALANCE PENSION PLAN
Cash balance
Assets$189K
Participants6
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | BOUNDARY STONE PARTNERS 401(K) PROFIT SHARING PLAN | 401(k) | $2.5M | 68 | 2025 |
| #002 | BOUNDARY STONE PARTNERS CASH BALANCE PENSION PLAN | Cash balance | $189K | 6 | 2025 |
- #001 · 401(k) · 202568
- #002 · Cash balance · 20256
Retirement plans