Employers › Cordasco Financial Network
Recordkeeping fees per participant · Stark & Stark Employees' Profit Sharing Plan · plan year 2024
$132.18
Higher than 86% of the 5,847 plans $50 to 250M that report it.
= $40,051 / 303
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251006093202NAL0003209969001, received 2025-10-06
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251006093202NAL0003209969001, received 2025-10-06
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-06.
Administrative expenses excluding investment management, per participant
$140.28
Higher than 72% of the 8,758 plans $50 to 250M that report it.
= $42,506 / 303
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251006093202NAL0003209969001, received 2025-10-06
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251006093202NAL0003209969001, received 2025-10-06
Administrative expenses per participant
$212.10
Higher than 73% of the 9,042 plans $50 to 250M that report it.
= $64,267 / 303
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251006093202NAL0003209969001, received 2025-10-06
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251006093202NAL0003209969001, received 2025-10-06
Administrative expenses as a share of assets
0.049%
Higher than 19% of the 9,049 plans $50 to 250M that report it.
= $64,267 / $130,297,154
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251006093202NAL0003209969001, received 2025-10-06
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251006093202NAL0003209969001, received 2025-10-06
Employer contributions per participant
$8,278
Higher than 90% of the 9,105 plans $50 to 250M that report it.
= $2,508,137 / 303
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251006093202NAL0003209969001, received 2025-10-06
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251006093202NAL0003209969001, received 2025-10-06
Employer share of total contributions
49.0%
Higher than 88% of the 9,112 plans $50 to 250M that report it.
= $2,508,137 / $5,122,198
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251006093202NAL0003209969001, received 2025-10-06
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251006093202NAL0003209969001, received 2025-10-06
Plan terms are not published in public filings.
2E profit-sharing · 2G fully participant-directed · 2J 401(k) feature · 2A age/service-weighted · 2R participant brokerage window · 2T default investment (QDIA) · 2F ERISA 404(c) plan · 2S pre-approved plan document · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251006093202NAL0003209969001, received 2025-10-06
| Field | Value | Source |
|---|---|---|
| Plan sponsor | STARK & STARK, PC | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251006093202NAL0003209969001, received 2025-10-06 |
| Plan name | STARK & STARK EMPLOYEES' PROFIT SHARING PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251006093202NAL0003209969001, received 2025-10-06 |
| Sponsor EIN / plan number | 22-2092476 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251006093202NAL0003209969001, received 2025-10-06 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251006093202NAL0003209969001, received 2025-10-06 |
| Sponsor location | PRINCETON, NJ | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251006093202NAL0003209969001, received 2025-10-06 |
| Industry (business code) | 541110, Professional, scientific, and technical services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251006093202NAL0003209969001, received 2025-10-06 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251006093202NAL0003209969001, received 2025-10-06 |
| Filing received | 2025-10-06 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251006093202NAL0003209969001, received 2025-10-06 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251006093202NAL0003209969001, received 2025-10-06 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251006093202NAL0003209969001, received 2025-10-06 |
| Participants, beginning of year | 316 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251006093202NAL0003209969001, received 2025-10-06 |
| Active participants | 226 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251006093202NAL0003209969001, received 2025-10-06 |
| Participants, end of year | 305 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251006093202NAL0003209969001, received 2025-10-06 |
| Participants with an account balance | 303 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251006093202NAL0003209969001, received 2025-10-06 |
| Total assets, beginning of year | $113,573,877 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251006093202NAL0003209969001, received 2025-10-06 |
| Total assets, end of year | $130,297,154 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251006093202NAL0003209969001, received 2025-10-06 |
| Net assets, end of year | $130,297,154 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251006093202NAL0003209969001, received 2025-10-06 |
| Total income | $22,824,298 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251006093202NAL0003209969001, received 2025-10-06 |
| Net income | $17,091,806 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251006093202NAL0003209969001, received 2025-10-06 |
| Employer contributions | $2,508,137 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251006093202NAL0003209969001, received 2025-10-06 |
| Participant contributions | $2,465,117 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251006093202NAL0003209969001, received 2025-10-06 |
| Other contributions (incl. rollovers) | $148,944 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251006093202NAL0003209969001, received 2025-10-06 |
| Total contributions | $5,122,198 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251006093202NAL0003209969001, received 2025-10-06 |
| Benefit payments | $5,668,225 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251006093202NAL0003209969001, received 2025-10-06 |
| Total expenses (incl. benefit payments) | $5,732,492 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251006093202NAL0003209969001, received 2025-10-06 |
| Total administrative expenses | $64,267 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251006093202NAL0003209969001, received 2025-10-06 |
| Recordkeeping fees | $40,051 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251006093202NAL0003209969001, received 2025-10-06 |
| Investment advisory and management fees | $21,761 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251006093202NAL0003209969001, received 2025-10-06 |
| Administrative expenses excluding investment management | $42,506 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251006093202NAL0003209969001, received 2025-10-06 |
| Held in common/collective trusts | $27,494,233 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251006093202NAL0003209969001, received 2025-10-06 |
| Held in mutual funds | $99,056,474 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251006093202NAL0003209969001, received 2025-10-06 |
| Independent auditor | MERCADIEN, P.C. | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251006093202NAL0003209969001, received 2025-10-06 |
Position = column in the DOL layout for form year 2024. Filing 20251006093202NAL0003209969001, received 2025-10-06.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| BOKF, NArecordkeeper | TRUSTEE | 19 Custodial (securities); 21 Trustee (bank, trust company or similar); 25 Trustee (directed); 27 Investment advisory (plan); 52 Investment management fees paid indirectly by plan; 59 Shareholder servicing fees; 60 Sub-transfer agency fees; 62 Float revenue; 63 Distribution (12b-1) fees; 64 Recordkeeping fees; 68 Soft dollars commissions; 37 Participant loan processing | $64,951 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251006093202NAL0003209969001, received 2025-10-06.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $113,573,877 | $130,297,154 | 14.7% |
| Participants with a balance | 311 | 303 | -2.6% |
| Administrative expenses | $83,525 | $64,267 | -23.1% |
| Recordkeeping fees per participant | $175.02 | $132.18 | -24.5% |
| Employer contributions | $2,454,216 | $2,508,137 | 2.2% |
Prior filing 20241014160024NAL0013585427001, received 2024-10-14; the plan years are contiguous.
Sponsor name as filed: STARK & STARK, PC; SEC registrant: Cordasco Financial Network (CIK 1594061, matched by EIN).