STONE & ASSOCIATES, APC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
13
Plan assets (EOY)
$3.7M
Net assets (EOY)
$3.7M
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
85
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STONE & ASSOCIATES, APC.
Plan sponsor
Name
STONE & ASSOCIATES, APC
EIN
75-3198317
Address
2125 YGNACIO VALLEY ROAD, SUITE 101 · WALNUT CREEK, CA · 94598
Phone
(925) 938-1555
Industry
Law Offices· Professional & Technical Servicessee all
