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JONATHAN D. STONE CFP INC.

EIN 47-1738257-financial services-Latest filing 2025
Plans
1
Retirement
1
$3.9M assets
Welfare
0
Participants
1
395 NORTH SERVICE ROAD, SUITE 206 - MELVILLE, NY 11747631-462-6527jonathanlindley.co.ukLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$3.9M - 1 part

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Retirement#001

JONATHAN D. STONE CFP INC. 401(K) PLAN

401k

Assets$3.9M
Participants1
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JONATHAN D. STONE CFP INC. 401(K) PLAN401k$3.9M12025
Retirement plans
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