The White Stone Group, Inc.'s EIN is 62-1819688.
Download the official 2022 Form 5500 (PDF) for The White Stone Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)The White Stone Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREAT-WEST LIFE & ANNUITY INSURANCE | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WOODBURY FINANCIAL SERVICES, INC | — | CYPRESS, CA | INVESTMENT ADVISOR | $25K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| % of plan | |||
|---|---|---|---|
| KEY GUARANTEED PORTFOLIO FUND EMPOWER RETIREMENT · EIN 84-1455663 / PN 000 | Pooled Separate Account | $538K | 3.5% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TENNESSEE PENSION ADMINISTRATORS | 62-1757444 | — | CONTRACT ADMIN | $18K | — |
