Assets by plan
Share of aggregate retirement assets
59%top
Sponsor portfolioTH
STONE & WARD INC. ESOP
EIN 71-0710164marketing and advertisingLatest filing 2025
Plans
2
Retirement
2
$14.4M assets
Welfare
0
Participants
152
225 E MARKHAM STE 450 - LITTLE ROCK, AR 722011629501-375-3003stoneward.comLinkedIn51-200 employeesmarketing and advertising
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $14.4M assets / 152 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#001
STONE & WARD, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$8.5M
Participants78
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
STOCK OWNERSHIP PLAN & TRUST OF STONE & WARD INC.
ESOP
Assets$5.9M
Participants74
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | STONE & WARD, INC. 401(K) PROFIT SHARING PLAN | 401k | $8.5M | 78 | 2025 | |
| 002 | STOCK OWNERSHIP PLAN & TRUST OF STONE & WARD INC. | ESOP | $5.9M | 74 | 2025 |
Retirement plans