STONE FIDUCIARY MANAGEMENT

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

439

Total plan assets

$16.1M

Filings (rows)

Direct comp

$21K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant2

Plans served

All 2 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
WIN-HOLT EQUIPMENT CORPORATION WIN-HOLT EQUIPMENT CORPORATION 401(K) SAVINGS PLAN	WOODBURY, NY	Advisor / Consultant	236	$8.8M	$14K	$0
WIN-HOLT EQUIPMENT CORPORATION WIN-HOLT EQUIPMENT CORPORATION 401(K) SAVINGS PLAN	WOODBURY, NY	Advisor / Consultant