Plan Ledger DOL Form 5500 · updated monthly

Stonemark Management, LLC401(k)

STONEMARK MANAGEMENT, LLC 401(K) RETIREMENT SAVINGS PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
1.50%

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

Stonemark Management, LLC reported $62,794 in plan administrative expenses for 2024: 1.50% of average plan assets, higher than ~90% of peers. Employer contributions averaged $314 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 3 years on file its reported administrative ratio has held roughly steady near 1.50%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Georgia (1,665th of 2,160), and 1,573rd of 2,096 in real estate & leasing. In 2024, employees put in $10.42 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,533,713
Participants with balances350
Active participants238
Employer contributions$74,678
Employee contributions$777,877
Employer contribution per active participant$314
Average account balance$12,953
Benefits paid to participants$756,430
Plan auditUnmodified (clean) audit opinion
AuditorJONES AND KOLB
Plan history3
Yearassets · accounts · employer contribution
2024$4.5M · 350 accts · $75K emplr
2023$3.8M · 332 accts
2022$3.0M · 327 accts · $67K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$31,841
Investment management$18,953
Audit (IQPA)$12,000
Total administrative$62,794
The Stonemark Management, LLC 401(k) match · 2024
Employer contribution per active participant$314
Median for plans this size$1,313
2024$314 per active participant
2022$284 per active participant

Stonemark Management, LLC's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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 · 20243
CMFG LIFE INSURANCE COMPANY · Recordkeeping · Pension consulting$31,841
WORLD INVESTMENT ADVISORS, LLC · Investment advisory (plan)$18,953
JONES AND KOLB · Accounting / audit$12,000

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

Recordkeeper by year2
2024TruStage (CUNA Mutual)
2023TruStage (CUNA Mutual)

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$62,794 · 1.50%
2023$43,292 · 1.27%
2022$49,322 · 1.55%
Same employer
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Radco Residential, LLC GA$5.2M · 1.26%
Oxblue Corporation GA$4.9M · 0.80%
Metro Brokers, Inc. GA$4.7M · 0.81%
Talon Management, LLC GA$4.2M · 0.99%
Novation Companies, Inc. GA$4.1M · 1.12%
Acm, LLC GA$3.2M · 0.85%

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Source: U.S. Department of Labor, Form 5500 series, EIN 202034501 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.