SA Stone Investment Advisors

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

584

Total plan assets

$33.8M

Filings (rows)

Direct comp

$30K

Indirect comp

Showing only "SA STONE INVESTMENT ADVISORS"

View all 3 variants aggregated →

SA STONE WEALTH MANAGEMENT24 SA STONE INVESTMENT ADVISORS3 SA STONE WEALTH MANAGEMEN1

SERVICES PROVIDED

Investment manager3

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
S. B. Cox, Inc. S. B. Cox, Inc. Profit Sharing Plan · all filings	RICHMOND, VA	Investment manager	220	$12.6M	$10K	$0
S. B. Cox, Inc. S. B. Cox, Inc. Profit Sharing Plan · all filings	RICHMOND, VA	Investment manager	186	$11.3M	$10K	$0
S. B. Cox, Inc. S. B. Cox, Inc. Profit Sharing Plan · all filings	RICHMOND, VA	Investment manager	178	$10.0M	$10K	$0