How big is Stone ARCH Wealth Advisors' plan?

Stone ARCH Wealth Advisors' plan reported $1.3M in assets and 1 participants for 2024.

Original filing (PDF)20251013144022NAL0000729507001

Stone ARCH Wealth Advisors

Name: Stone ARCH Wealth Advisors — Stone ARCH Wealth, Form 5500 (2024)
Creator: Stone ARCH Wealth Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stone ARCH Wealth Advisors 401(k) Plan

401(k) retirement plan · Stone ARCH Wealth Advisors' Stone ARCH Wealth Advisors 401(k) Plan held $1.3M in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

David Primozich signed Stone ARCH Wealth Advisors' 2024 Form 5500 as plan administrator.

David Primozich — 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

Stone ARCH Wealth Advisors' EIN is 81-3379193.

EIN 81-3379193

Plan number 001

Plan year 2024

ACK ID 20251013144022NAL0000729507001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stone ARCH Wealth Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stone ARCH Wealth Advisors' plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STONE ARCH WEALTH ADVISORS.

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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