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

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
WIN-HOLT Equipment Corporation WIN-HOLT Equipment Corporation 401(k) Savings Plan · all filings	WOODBURY, NY	Advisor / Consultant	236	$8.8M	$14K	$0
WIN-HOLT Equipment Corporation WIN-HOLT Equipment Corporation 401(k) Savings Plan · all filings	WOODBURY, NY	Advisor / Consultant	203	$7.4M	$7K	$0