Form 5500 Search

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
27
Active participants
8,790
Total plan assets
$646.2M
Filings (rows)
27
Direct comp
$350K
Indirect comp
$351K

SERVICES PROVIDED

Advisor / Consultant13
Other10
Broker4

Top plans served

All 27 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
ROPPE CORPORATION
ROPPE HOLDING COMPANY 401(K) PLAN
FOSTORIA, OH
Other
OTHER SERVICES
693$66.8M$0
ROPPE CORPORATION
ROPPE HOLDING COMPANY 401(K) PLAN
FOSTORIA, OH
Other
OTHER SERVICES
700$61.2M$0
ROPPE CORPORATION
ROPPE HOLDING COMPANY 401(K) PLAN
FOSTORIA, OH
Other
OTHER SERVICES
663$55.7M$0
PENNSYLVANIA TOOL SALES & SERVICES
PENNSYLVANIA TOOL SALES & SERVICES PROFIT SHARING PLAN
YOUNGSTOWN, OH
Advisor / Consultant
INVESTMENT ADVISOR
128$55.1M$77K
PENNSYLVANIA TOOL SALES & SERVICES
PENNSYLVANIA TOOL SALES & SERVICES PROFIT SHARING PLAN
YOUNGSTOWN, OH
Advisor / Consultant
INVESTMENT ADVISOR
133$48.0M$91K
VECTOR RESOURCES, INC.
VECTOR RESOURCES, INC. 401(K) PLAN
TORRANCE, CA
Broker
BROKER/ADVISER
305$37.4M$0
TTL, INC.
TTL, INC. 401(K) PROFIT SHARING PLAN
TUSCALOOSA, AL
Advisor / Consultant
ADVISOR
491$34.6M$0
TALBERT HOUSE
TALBERT HOUSE 403(B) PLAN
CINCINNATI, OH
Advisor / Consultant
INVESTMENT ADVISOR
815$31.4M$34K
VECTOR RESOURCES, INC.
VECTOR RESOURCES, INC. 401(K) PLAN
TORRANCE, CA
Broker
BROKER/ADVISER
287$30.5M$0
TALBERT HOUSE
TALBERT HOUSE 403(B) PLAN
CINCINNATI, OH
Advisor / Consultant
INVESTMENT ADVISOR
862$28.4M$31K
TTL, INC.
TTL, INC. 401(K) PROFIT SHARING PLAN
TUSCALOOSA, AL
Advisor / Consultant
ADVISOR
443$27.8M$0
TALBERT HOUSE
TALBERT HOUSE 403(B) PLAN
CINCINNATI, OH
Advisor / Consultant
INVESTMENT ADVISOR
884$24.1M$38K
TTL, INC.
TTL, INC. 401(K) PROFIT SHARING PLAN
TUSCALOOSA, AL
Advisor / Consultant
ADVISOR
421$23.1M$0
SUNBURY MOTOR COMPANY
SUNBURY MOTOR COMPANY 401(K) RETIREMENT PLAN
SUNBURY, PA
Other
OTHER SERVICES
141$12.8M$0
S. B. COX, INC.
S. B. COX, INC. PROFIT SHARING PLAN
RICHMOND, VA
Other
NONE
220$12.6M$10K
SUNBURY MOTOR COMPANY
SUNBURY MOTOR COMPANY 401(K) RETIREMENT PLAN
SUNBURY, PA
Other
OTHER SERVICES
138$12.2M$0
S. B. COX, INC.
S. B. COX, INC. PROFIT SHARING PLAN
RICHMOND, VA
Other
NONE
186$11.3M$10K
SUNBURY MOTOR COMPANY
SUNBURY MOTOR COMPANY 401(K) RETIREMENT PLAN
SUNBURY, PA
Other
OTHER SERVICES
134$11.2M$0
INVISO CORP.
INVISO CORP. 401(K) PLAN
BELLEVUE, WA
Advisor / Consultant
BROKER/ADVISOR
88$10.5M$0
GLUNT INDUSTRIES, INC.
GLUNT INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN
WARREN, OH
Advisor / Consultant
INVESTMENT ADVISOR
163$10.5M$7K
S. B. COX, INC.
S. B. COX, INC. PROFIT SHARING PLAN
RICHMOND, VA
Other
NONE
178$10.0M$10K
VICTORY SOLUTIONS, INC.
VICTORY SOLUTIONS, INC. 401(K) PLAN
HUNTSVILLE, AL
Broker
BROKER
94$9.6M$26K
INVISO CORP.
INVISO CORP. 401(K) PLAN
BELLEVUE, WA
Advisor / Consultant
BROKER/ADVISOR
108$7.9M$0
MULTICULTURAL COMMUNITY SERVICES OF THE PIONEER VALLEY, INC.
MULTICULTURAL COMMUNITY SERVICES OF THE PIONEER VALLEY, INC. RETIREMENT PLAN & TRUST
SPRINGFIELD, MA
Advisor / Consultant
INVESTMENT ADVISORY
282$6.6M$0
MJE, LLC
MJE, LLC 401(K) PROFIT SHARING PLAN
MONTEZUMA, KS
Other
OTHER SERVICES
166$4.0M$0
MID-SOUTH INDUSTRIES, INC.
MID-SOUTH INDUSTRIES 401(K) AND PROFIT SHARING PLAN
GADSDEN, AL
Advisor / Consultant
INVESTMENT ADVISORY-PLAN
67$3.0M$16K
PETERSON AUTOMOTIVE COLLECTION, LLC
PETERSON AUTOMOTIVE COLLECTION, LLC 401(K) PLAN
LOUISVILLE, KY
Broker
BROKER
0$10K$0
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