SA Stone Wealth Managemen

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

166

Total plan assets

$4.0M

Filings (rows)

Direct comp

Indirect comp

$12K

Showing only "SA STONE WEALTH MANAGEMEN"

View all 3 variants aggregated →

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

SERVICES PROVIDED

Other service providers1

Plans served

All 1 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
MJE, LLC MJE, LLC 401(k) Profit Sharing Plan · all filings	MONTEZUMA, KS	Other service providers	166	$4.0M	$0	$12K