Jonathan D. Stone CFP Inc. 401(k) Plan

The Jonathan D. Stone CFP Inc. 401(k) on its latest Form 5500

Jonathan D. Stone CFP Inc. (EIN 47-1738257) reports JONATHAN D. STONE CFP INC. 401(K) PLAN on its most recent Form 5500, with $3.3M in plan assets across 1 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full Jonathan D. Stone CFP Inc. filing — schedules, fees, and providers.

Who runs the Jonathan D. Stone CFP Inc. 401(k)?

Jonathan D. Stone CFP Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Jonathan D. Stone CFP Inc.HR for the recordkeeper’s name and login.

How to check your Jonathan D. Stone CFP Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Jonathan D. Stone CFP Inc. HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).