SA Stone

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

2,523

Total plan assets

$168.6M

Filings (rows)

Direct comp

$51K

Indirect comp

$51K

Aggregating 3 name variants under "SA STONE"

Click a variant to view it alone

SA STONE WEALTH MANAGEMENT23 SA STONE INVESTMENT ADVISORS3 SA STONE WEALTH MANAGEMEN1

SERVICES PROVIDED

Advisor / Consultant13

Other service providers7

Broker4

Investment manager3

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See plans served

Plans served

All 6 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Roppe Corporation Roppe Holding Company 401(k) Plan · all filings	FOSTORIA, OH	Other service providers	693	$66.8M	$0	$3K
TTL, Inc. TTL, Inc. 401(k) Profit Sharing Plan · all filings	TUSCALOOSA, AL	Advisor / Consultant	491	$34.6M	$0	$27K
Talbert House Talbert House 403(b) Plan · all filings	CINCINNATI, OH	Advisor / Consultant	815	$31.4M	$34K	$0
Sunbury Motor Company Sunbury Motor Company 401(k) Retirement Plan · all filings	SUNBURY, PA	Other service providers	141	$12.8M	$0	$22K
S. B. Cox, Inc. S. B. Cox, Inc. Profit Sharing Plan · all filings	RICHMOND, VA	Investment manager	220	$12.6M	$10K	$0
Glunt Industries, Inc. Glunt Industries, Inc. 401(k) Profit Sharing Plan · all filings	WARREN, OH	Advisor / Consultant	163	$10.5M	$7K	$0