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Original filing (PDF)20251015062257NAL0003908017001
STORIS, INC.
Form 5500
FILING_RECEIVED
STORIS 401(K) PLAN
401(k) retirement plan
Active participants
154
Accounts w/ balance
200
Plan assets (EOY)
$35.1M
Net assets (EOY)
$35.1M
How this plan invests
This plan
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (7 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STORIS, INC..
Plan sponsor
Name
STORIS, INC.
EIN
22-2943409
Address
400 VALLEY ROAD · SUITE 302 · MT. ARLINGTON, NJ · 07856
Phone
(973) 601-8294
Industry
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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
NISIVOCCIA LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE MANDMARBLESTONE GROUP LLC | 20-4780677 | — | RECORDKEEPER | $4K | — |
| THE VANGUARD GROUP, INC | 23-1945930 | — | RECORDKEEPER | $4K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ENVESTNET RETIREMENT SOLUTIONS | 20-1409613 | — | INVESTMENT ADVISORY | $16K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS, LLC | 11-3665754 | — | CONTRACT ADMINISTRATOR | $0 | — |
Investments
39 direct securities· $34.4M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Instl Target Retirement 2035 Mutual Fund | — | — | — | $5.8M | 16.6% | |
| Vanguard Instl Target Retirement 2030 Mutual Fund | — | — | — | $4.5M | 12.9% | |
| Vanguard Total Stock Market Index Adm Mutual Fund | — | — | — | $3.6M | 10.2% | |
| Vanguard Instl Target Retirement 2050 Mutual Fund | — | — | — | $2.8M | 8.1% | |
| Vanguard Instl Target Retirement 2045 Mutual Fund | — | — | — | $2.4M | 6.8% | |
| iShares S&P 500 Index K Mutual Fund | — | — | — | $1.7M | 4.9% | |
| Vanguard Instl Target Retirement 2040 Mutual Fund | — | — | — | $1.5M | 4.4% | |
| Vanguard Instl Target Retirement 2055 Mutual Fund | — | — | — | $1.5M | 4.3% | |
| Money Market Money Market | — | — | — | $1.5M | 4.2% | |
| T. Rowe Price Large Cap Growth I Mutual Fund | — | — | — | $1.0M | 2.9% | |
| American Funds Growth Fund of Amer R6 Mutual Fund | — | — | — | $922K | 2.6% | |
| Vanguard Total Intl Stock Index Adm Mutual Fund | — | — | — | $809K | 2.3% | |
| Vanguard Instl Target Retirement 2060 Mutual Fund | — | — | — | $794K | 2.3% | |
| Vanguard Instl Target Retirement 2025 Mutual Fund | — | — | — | $658K | 1.9% | |
| JP Morgan U.S. Equity R6 Mutual Fund | — | — | — | $647K | 1.8% | |
| Nationwide Loomis Core Bond R6 Mutual Fund | — | — | — | $594K | 1.7% | |
| Vanguard Instl Target Retirement 2020 Mutual Fund | — | — | — | $551K | 1.6% | |
| Notes receivable from participants Interest rates ranging from 4.25% to 9.50% | — | — | — | $323K | 0.9% | |
| Federated Hermes Mdt Mid Cp Gr R6 Mutual Fund | — | — | — | $281K | 0.8% | |
| iShares Russell Mid-Cap Index K Mutual Fund | — | — | — | $234K | 0.7% | |
| Vanguard Strategic Small-Cap Equity Inv Mutual Fund | — | — | — | $222K | 0.6% | |
| Vanguard Real Estate Index Adm Mutual Fund | — | — | — | $195K | 0.6% | |
| Vanguard Emerging Mkts Stock Idx Adm Mutual Fund | — | — | — | $190K | 0.5% | |
| Voya Mid Cap Opportunities R6 Mutual Fund | — | — | — | $188K | 0.5% | |
| Vanguard Instl Target Retirement Income Fund Mutual Fund | — | — | — | $185K | 0.5% | |
| iShares Russell 2000 SmCap Ind K Mutual Fund | — | — | — | $184K | 0.5% | |
| Mainstay MacKay High Yield Corp R6 Mutual Fund | — | — | — | $178K | 0.5% | |
| BlackRock Global Allocation K Mutual Fund | — | — | — | $169K | 0.5% | |
| Vanguard Instl Target Retirement 2065 Mutual Fund | — | — | — | $167K | 0.5% | |
| MFS International Intrinsic Value A Mutual Fund | — | — | — | $126K | 0.4% | |
| American Century Strat Allc: Cnsrv R6 Mutual Fund | — | — | — | $102K | 0.3% | |
| MFS Value R6 Mutual Fund | — | — | — | $89K | 0.3% | |
| BlackRock Impact Mortgage K Mutual Fund | — | — | — | $80K | 0.2% | |
| Pimco Real Return Instl Mutual Fund | — | — | — | $61K | 0.2% | |
| American Funds Capital Inc Bldr R6 Mutual Fund | — | — | — | $38K | 0.1% | |
| Vanguard LifeStrategy Growth Inv Mutual Fund | — | — | — | $30K | <0.1% | |
| AB Discovery Value Z Mutual Fund | — | — | — | $13K | <0.1% | |
| Vanguard LifeStrategy Moderate Gr Inv Mutual Fund | — | — | — | $7K | <0.1% | |
| Vanguard Instl Target Retirement 2070 Mutual Fund | — | — | — | $5K | <0.1% |