How big is Fourstone Partners, LLC's plan?

Fourstone Partners, LLC's plan reported $712K in assets and 41 participants for 2024.

Original filing (PDF)20250616124112NAL0002330162001

Fourstone Partners, LLC

Name: Fourstone Partners, LLC — Fourstone Partners 401(k), Form 5500 (2024)
Creator: Fourstone Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fourstone Partners 401(k) Plan

401(k) retirement plan · Fourstone Partners, LLC's Fourstone Partners 401(k) Plan held $712K in plan assets for 41 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$712K

Net assets (EOY)

$712K

People on this filing

Kyle O'CONNOR signed Fourstone Partners, LLC's 2024 Form 5500 as plan administrator.

Kyle O'CONNOR — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Fourstone Partners, LLC's EIN is 46-1535912.

EIN 46-1535912

Plan number 001

Plan year 2024

ACK ID 20250616124112NAL0002330162001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Fourstone Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Fourstone Partners, LLC's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FOURSTONE PARTNERS, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score