Plan Snapshot
- Plan Sponsor: Stark Tech Operating Company LLC
- Sponsor EIN: 873375381
- Sponsor Address: 95 STARK STREET, TONAWANDA, NY, 14150
- Plan Type: 401(k)
- Total Participants: 591
- Total Assets: $72.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 591 | $72.9M | $1.0M | $5.1M |
| 2023 | 582 | $64.7M | $904,927 | $4.5M |
| 2022 | 572 | $50.7M | $699,246 | $3.8M |
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 |
|---|---|---|---|---|
| CADARET GRANT & CO INC | INVESTMENT ADVISOR | $83,476 | — | $83,476 |
| CAPITAL GROUP RETIREMENT SERVICES | RECORDKEEPER | $48,801 | — | $48,801 |
| ACTUARIAL CONSULTING SERVICES | TPA | $28,160 | — | $28,160 |
| BONADIO & COMPANY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BONADIO & COMPANY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $160,437
- Estimated Expense Ratio: 0.220% of plan assets
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 | $146,441 | — | — | — | — |
| 2023 | $128,248 | — | — | — | — |
| 2022 | $112,715 | $112,715 | — | — | — |