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  2. Stone & Ward, Inc.
  • Retirement analytics
  • Plan summaries
  • Retirement plans

Filings through Oct 24, 2026.

Top hat

Stone & Ward, Inc.

EIN 71-0710164-marketing and advertising-Latest filing 2025
Plans
2
Retirement
2
$14.4M assets
Health & Benefits
0
Participants
152
225 E MARKHAM STE 450 - LITTLE ROCK, AR 72201501-375-3003stoneward.comLinkedIn51-200 employeesmarketing and advertising
Plans on this EIN
2 filings
#001401(k)-$8.5M - 78 part#002ESOP-$5.9M - 74 part

Retirement portfolio analytics

2 plans aggregated / $14.4M assets / 152 participants

Assets by plan

Share of aggregate retirement assets

  • PROFIT SHARING PLAN (#001)$8.5M
  • & WARD INC. (#002)$5.9M
Total $14.4MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)78
  • & WARD INC. (#002)74
Total 152Select a row to open it

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

STONE & WARD, INC. 401(K) PROFIT SHARING PLAN

401(k)

Assets$8.5M
Participants78
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

STOCK OWNERSHIP PLAN & TRUST OF STONE & WARD INC.

ESOP

Assets$5.9M
Participants74
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001STONE & WARD, INC. 401(K) PROFIT SHARING PLAN401(k)$8.5M782025
#002STOCK OWNERSHIP PLAN & TRUST OF STONE & WARD INC.ESOP$5.9M742025
  • STONE & WARD, INC. 401(K) PROFIT SHARING PLAN$8.5M
    #001 · 401(k) · 202578
  • STOCK OWNERSHIP PLAN & TRUST OF STONE & WARD INC.$5.9M
    #002 · ESOP · 202574
Retirement plans

On this page

  1. Retirement analytics
  2. Plan summaries
  3. Retirement plans
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