Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SBBC ASSOCIATES, INC DBA STONEMARK CONSTRUCTION MANAGEMENT
EIN 77-0457394management consultingLatest filing 2024
Plans
2
Retirement
2
$10.5M assets
Welfare
0
Participants
30
2815 TOWNSGATE RD, SUITE 133 - WESTLAKE VILLAGE, CA 91361818-338-9650LinkedIn11-50 employeesmanagement consulting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $10.5M assets / 30 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
STONEMARK CONSTRUCTION MANAGEMENT 401(K) PROFIT SHARING PLAN
401k
Assets$6.3M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
STONEMARK CONSTRUCTION MANAGEMENT DEFINED BENEFIT PENSION PLAN
CashBalance
Assets$4.2M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | STONEMARK CONSTRUCTION MANAGEMENT 401(K) PROFIT SHARING PLAN | 401k | $6.3M | 15 | 2024 | |
| 002 | STONEMARK CONSTRUCTION MANAGEMENT DEFINED BENEFIT PENSION PLAN | CashBalance | $4.2M | 15 | 2024 |
Retirement plans