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Original filing (PDF)20251006093202NAL0003209969001
STARK & STARK, PC
Form 5500
FILING_RECEIVED
STARK & STARK EMPLOYEES' PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
226
Accounts w/ balance
303
Plan assets (EOY)
$130.3M
Net assets (EOY)
$130.3M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: MANAGED ALLOCATION PORTFOLIO POOLED INVESTMENT TRUST (extraction pending)]" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STARK & STARK, PC.
Plan sponsor
Name
STARK & STARK, PC
EIN
22-2092476
Address
P.O. BOX 5315 · PRINCETON, NJ · 085435315
Phone
(609) 896-9060
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2A · Age/service weighted or new comparability
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MERCADIEN, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOKF, NA | — | TULSA, OK | TRUSTEE | $65K | — |
Investments
1 pooled fund· $27.5M(21% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MAP POOLED INVESTMENT TRUST BOKF, NA · EIN 73-0780382 / PN 005 | Common Collective Trust | — | — | $27.5M | 21.1% |
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