Plan Ledger DOL Form 5500 · updated monthly

Stark & Stark, PC401(k)

STARK & STARK EMPLOYEES' PROFIT SHARING PLAN · PRINCETON, NJ · plan year 2024

Reported admin expense ratio · 2024
0.05%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

Stark & Stark, PC reported $64,267 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $11,098 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.03% to 0.05%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 303rd-largest of 2,419 plans among New Jersey employers on file, and the 1,196th of 11,654 in professional & technical services. In 2024, the employer put in $1.02 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$130,297,154
Participants with balances303
Active participants226
Employer contributions$2,508,137
Employee contributions$2,465,117
Employer contribution per active participant$11,098
Average account balance$430,024
Benefits paid to participants$5,668,225
Plan auditUnmodified (clean) audit opinion
AuditorMERCADIEN, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$130.3M · 303 accts · $2.5M emplr
2023$113.2M · 311 accts · $2.5M emplr
2022$95.0M · 306 accts · $2.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$40,051
Investment management$21,761
Trustee / custodial$800
Total administrative$64,267
The Stark & Stark, PC 401(k) match · 2024
Employer contribution per active participant$11,098
Median for plans this size$3,635
2024$11,098 per active participant
2023$10,717 per active participant
2022$9,442 per active participant

Stark & Stark, PC's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
BOKF, NA · Custodial (securities) · Trustee$64,951

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$64,267 · 0.05%
2023$83,525 · 0.08%
2022$32,758 · 0.03%
Same employer
Similar plansProfessional & Technical Services · New Jersey
Holtec International NJ$136.7M · 0.19%
Cole Schotz P.C. NJ$136.5M · 0.16%
Insmed Inc. NJ$134.2M · 0.04%
Zt Group Int'l, Inc NJ$128.4M · 0.15%
Taiho Oncology, Inc. NJ$123.9M · 0.09%
Zensar Technologies, Inc. NJ$109.3M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 222092476 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.