Plan Snapshot
- Plan Sponsor: Stark & Stark, PC
- Sponsor EIN: 222092476
- Sponsor Address: P.O. BOX 5315, PRINCETON, NJ, 085435315
- Plan Type: DC
- Total Participants: 226
- Total Assets: $130.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 226 | $130.3M | $2.5M | $2.5M |
| 2023 | 229 | $113.6M | $2.5M | $2.1M |
| 2022 | 235 | $95.0M | $2.2M | $2.1M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| MERCADIEN, P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $64,267 | $21,761 | — | — | — |
| 2023 | $83,525 | $27,660 | — | — | — |
| 2022 | $32,758 | — | — | — | $32,758 |