P 401(k) Plan Report

Stable plan record

SAGE STONE WEALTH MANAGEMENT, LLC 401(K) PLAN

Sponsored by SAGE STONE WEALTH MANAGEMENT, LLC · EIN/PN 273734734-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$2,103
Administrative cost per participant
2025
Not reported
Active participants
2025
5
Total plan assets
2025
$258,131
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260711052936NAL00015469310015$2,103
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.