Plan Snapshot
- Plan Sponsor: Stonemark Management, LLC
- Sponsor EIN: 202034501
- Sponsor Address: 400 INTERSTATE NORTH PARKWAY, ATLANTA, GA, 303395029
- Plan Type: 401(k)
- Total Participants: 238
- Total Assets: $4.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 238 | $4.5M | $74,678 | $777,877 |
| 2023 | 228 | $3.8M | $0 | $719,228 |
| 2022 | 236 | $3.0M | $66,969 | $693,566 |
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 |
|---|---|---|---|---|
| JONES AND KOLB | Auditor | $12,000 | — | $12,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JONES AND KOLB — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,000
- Estimated Expense Ratio: 0.265% 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 | $62,794 | $18,953 | $29,815 | $12,000 | — |
| 2023 | $43,292 | $16,506 | $25,075 | — | — |
| 2022 | $49,322 | $2,551 | $34,722 | — | $12,049 |