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  1. Companies/
  2. Lamon & Stern, Inc.

Filings through Oct 24, 2026.

Lamon & Stern, Inc.

EIN 58-1334773-investment management-Latest filing 2024
Plans
1
Retirement
1
$1.2M assets
Health & Benefits
0
Participants
4
1266 W. PACES FERRY RD., #511 - ATLANTA, GA 30327770-951-8411lamonandstern.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filing
#001401(k)-$1.2M - 4 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

LAMON & STERN, INC. 401(K) PROFIT SHARING PLAN

401(k)

Assets$1.2M
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001LAMON & STERN, INC. 401(K) PROFIT SHARING PLAN401(k)$1.2M42024
  • LAMON & STERN, INC. 401(K) PROFIT SHARING PLAN$1.2M
    #001 · 401(k) · 20244
Retirement plans
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