Assets by plan
Share of aggregate retirement assets
- & WARD INC. (#002)$5.9M
Filings through .
2 plans aggregated / $14.4M assets / 152 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
ESOP
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | STONE & WARD, INC. 401(K) PROFIT SHARING PLAN | 401(k) | $8.5M | 78 | 2025 |
| #002 | STOCK OWNERSHIP PLAN & TRUST OF STONE & WARD INC. | ESOP | $5.9M | 74 | 2025 |