Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DRS. STONE AND STONE, DDS, PC
EIN 58-2565738Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$7.1M assets
Welfare
0
Participants
23
4205 N POINT PARKWAY, BLDG. E - ALPHARETTA, GA 30022770-475-4449
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.1M assets / 23 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#002
DRS. STONE AND STONE, DDS, PC 401(K) PLAN
401k
Assets$3.8M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
DRS. STONE AND STONE, DDS, PC DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$3.3M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | DRS. STONE AND STONE, DDS, PC 401(K) PLAN | 401k | $3.8M | 13 | 2024 | |
| 003 | DRS. STONE AND STONE, DDS, PC DEFINED BENEFIT PENSION PLAN | TraditionalDB | $3.3M | 10 | 2024 |
Retirement plans