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Sponsor portfolio

ESTONE GROUP LLC

EIN 46-4445973-Manufacturing-Latest filing 2024
Plans
2
Retirement
2
$967K assets
Welfare
0
Participants
16
2900 CARSKADDON AVE., SUITE 200 - TOLEDO, OH 43606888-653-2246
Plans on this EIN
2 filings
#001401k-$641K - 10 part#002CashBalance-$326K - 6 part

Retirement portfolio analytics

2 plans aggregated / $967K assets / 16 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • 401(K) RETIREMENT PLAN (#001)66%
  • CASH BALANCE PLAN (#002)34%
Total $967KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#001)10
  • CASH BALANCE PLAN (#002)6
Total 16Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ESTONE GROUP LLC 401(K) RETIREMENT PLAN

401k

Assets$641K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ESTONE GROUP LLC CASH BALANCE PLAN

CashBalance

Assets$326K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ESTONE GROUP LLC 401(K) RETIREMENT PLAN401k$641K102024
002ESTONE GROUP LLC CASH BALANCE PLANCashBalance$326K62024
Retirement plans
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