Stephen Ragland signed Stone Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Stone Bank's EIN is 71-0271595.
Download the official 2024 Form 5500 (PDF) for Stone Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Stone Bank's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Balanced Fund Fidelity 0 | Mutual Funds | — | — | $4.8M | 62.4% | |
| Vanguard Cash Reserves Federal MM Adm Vanguard 0 | Mutual Funds | — | — | $966K | 12.6% | |
| Fidelity Advisor Growth Opp Z Fidelity 0 | Mutual Funds | — | — | $738K | 9.6% | |
| JPMorgan Equity Income R6 JPMorgan 0 | Other securities | — | — | $235K | 3.1% | |
| Vanguard 500 Index Adm Vanguard 0 | Common Collective Trusts | — | — | $196K | 2.5% | |
| T. Rowe Price Intl Eqty Index Inv T. Rowe Price 0 | Other securities | — | — | $180K | 2.3% | |
| Janus Henderson Triton N Janus 0 | Mutual Funds | — | — | $154K | 2.0% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $120K | 1.6% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | Mutual Funds | — | — | $103K | 1.3% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | Mutual Funds | — | — | $80K | 1.0% | |
| Synthetic Cash Account Synthetic 0 | Cash / Money Market | — | — | $55K | 0.7% | |
| Victory Pioneer Select Mid Cap Growth Y Victory 0 | Other securities | — | — | $39K | 0.5% | |
| DFA Inflation-Protected Sec Port I DFA 0 82 DFA U.S. Targeted Value Portfolio I DFA 0 | Mutual Funds | — | — | $12K | 0.2% | |
| Empower MidCap Value Instl Empower 0 | Other securities | — | — | $12K | 0.2% | |
| Baird Core Plus Bond Inv Baird 0 | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
