Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
UNISTONE MANAGEMENT LLC
EIN 81-3373464management consultingLatest filing 2025
Plans
2
Retirement
2
$11.1M assets
Welfare
0
Participants
10
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $11.1M assets / 10 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
UNISTONE MANAGEMENT LLC 401(K) PROFIT SHARING PLAN
401k
Assets$8.1M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
UNISTONE MANAGEMENT LLC DEFINED BENEFIT PLAN
TraditionalDB
Assets$3.0M
Participants5
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 | UNISTONE MANAGEMENT LLC 401(K) PROFIT SHARING PLAN | 401k | $8.1M | 5 | 2025 | |
| 001 | UNISTONE MANAGEMENT LLC DEFINED BENEFIT PLAN | TraditionalDB | $3.0M | 5 | 2025 |
Retirement plans