Original filing (PDF)20251014053841NAL0002260817001

STOKES HEALTHCARE, INC.

Name: STOKES HEALTHCARE, INC. — STOKES HEALTHCARE, INC. 401(K) PLAN, Form 5500 (2024)
Creator: STOKES HEALTHCARE, INC.

Form 5500

FILING_RECEIVED

STOKES HEALTHCARE, INC. 401(K) PLAN

401(k) retirement plan

Active participants

173

Accounts w/ balance

118

Plan assets (EOY)

$11.6M

Net assets (EOY)

$11.6M

How this plan invests

This plan

28 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STOKES HEALTHCARE, INC..

Plan sponsor

Name

STOKES HEALTHCARE, INC.

EIN

01-0578853

Address

8000 COMMERCE PARKWAY SUITE 600 · MT. LAUREL, NJ · 08054

Phone

(856) 505-5222

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

BCG-CPAS

Trustee / custodian

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPITAL GROUP RETIREMENT PLAN SERVI	—	IRVIN, CA	RECORDKEEPER	$8K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
FUTUREPLAN BY ASCENSUS	—	BRAINERD, MN	CONTRACT ADMIN	$4K	—

Investments

28 direct securities· $10.8M(93% of reported assets)

Other securities

$10.8M

27 holdings

Participant loans

$8K

1 holding

					% of plan
American Funds 2055 Target Date Fund Mutual funds	Other securities	—	—	$2.6M	22.5%
American Funds American Mutual funds	Other securities	—	—	$1.1M	9.9%
American Funds 2040 Target Date Fund Mutual funds	Other securities	—	—	$1.0M	8.8%
American Funds 2030 Target Date Fund Mutual funds	Other securities	—	—	$1.0M	8.6%
American Funds Growth Fund Of America Mutual funds	Other securities	—	—	$981K	8.4%
American Funds International Growth and Income Mutual funds	Other securities	—	—	$809K	7.0%
American Funds 2045 Target Date Fund Mutual funds	Other securities	—	—	$691K	5.9%
American Funds 2035 Target Date Fund Mutual funds	Other securities	—	—	$575K	4.9%
American Funds Small Cap World Mutual funds	Other securities	—	—	$414K	3.6%
American Funds New Perspective Mutual funds	Other securities	—	—	$314K	2.7%
American Funds Investment Company Of America Mutual funds	Other securities	—	—	$279K	2.4%
American Funds Bond Fund Of America Mutual funds	Other securities	—	—	$221K	1.9%
American Funds AMCAP Mutual funds	Other securities	—	—	$204K	1.8%
American Funds 2060 Target Date Fund Mutual funds	Other securities	—	—	$158K	1.4%
American Funds 2065 Target Date Fund Mutual funds	Other securities	—	—	$66K	0.6%
American Funds 2025 Target Date Fund Mutual funds	Other securities	—	—	$63K	0.5%
American Funds American Balanced Mutual funds	Other securities	—	—	$51K	0.4%
American Funds Interm Bond Fund Of America Mutual funds	Other securities	—	—	$48K	0.4%
American Funds Capital World G/I Mutual funds	Other securities	—	—	$42K	0.4%
American Funds 2015 Target Date Fund Mutual funds	Other securities	—	—	$38K	0.3%
American Funds Income Fund Of America Mutual funds	Other securities	—	—	$16K	0.1%
American Funds New World Fund Mutual funds	Other securities	—	—	$12K	0.1%
American Funds Global Balanced Fund Mutual funds	Other securities	—	—	$12K	0.1%
American Funds Capital Income Builder Mutual funds	Other securities	—	—	$11K	<0.1%
American Funds American High Income Trust Mutual funds	Other securities	—	—	$10K	<0.1%
American Funds EuroPacific Growth Mutual funds	Other securities	—	—	$10K	<0.1%
Participant loans various maturities -0-	Participant loans	—	—	$8K	<0.1%
American Funds 2010 Target Date Fund Mutual funds	Other securities	—	—	$5K	<0.1%