Assets by plan
Share of aggregate retirement assets
77%top
Sponsor portfolio
HISTORIC STONE MILL INN LLC
EIN 81-4798799Other Services (except Public Administration)Latest filing 2024
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
14
305 S. BROAD STREET - HALAM, PA 17406717-840-9238
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 14 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
HISTORIC STONE MILL INN LLC DEFINED BENEFIT PLAN
CashBalance
Assets$1.0M
Participants7
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
HISTORIC STONE MILL INN LLC 401(K) PLAN
401k
Assets$307K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | HISTORIC STONE MILL INN LLC DEFINED BENEFIT PLAN | CashBalance | $1.0M | 7 | 2024 | |
| 001 | HISTORIC STONE MILL INN LLC 401(K) PLAN | 401k | $307K | 7 | 2024 |
Retirement plans