How big is Storis, Inc.'s plan?

Storis, Inc.'s plan reported $35.1M in assets and 154 participants for 2024.

Original filing (PDF)20251015062257NAL0003908017001

Storis, Inc.

Name: Storis, Inc. — Storis 401(k) Plan, Form 5500 (2024)
Creator: Storis, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Storis 401(k) Plan

401(k) retirement plan · Storis, Inc.'s Storis 401(k) Plan held $35.1M in plan assets for 154 participants in 2024, with The Mandmarblestone Group LLC as recordkeeper.

Signals · 2

Non-clean audit opinionHigh average account balance

Active participants

154

Accounts w/ balance

200

Plan assets (EOY)

$35.1M

Net assets (EOY)

$35.1M

Plan identifiers

Storis, Inc.'s EIN is 22-2943409.

EIN 22-2943409

Plan number 001

Plan year 2024

ACK ID 20251015062257NAL0003908017001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Storis, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Storis, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Auditor issued a qualified / adverse / disclaimer opinion.

Helping the score

High average account balance (94th percentile).

Plan sponsor

Name

STORIS, INC.

EIN

all filings

Address

400 VALLEY ROAD · SUITE 302 · MT. ARLINGTON, NJ · 07856

Phone

(973) 601-8294

Industry

Professional & Technical Services

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)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE MANDMARBLESTONE GROUP LLC	20-4780677	—	RECORDKEEPER	$4K	—
THE VANGUARD GROUP, INC	23-1945930	—	RECORDKEEPER	$4K	—
ASCENSUS, LLC	11-3665754	—	CONTRACT ADMINISTRATOR	$0	—

Advisor / Consultant

Investments

39 direct securities· $34.4M(98% of reported assets)

Mutual Funds

$23.5M

22 holdings

Common Collective Trusts

$5.7M

4 holdings

Other securities

$3.3M

10 holdings

Cash / Money Market

$1.5M

1 holding

Bonds / Notes

$323K

1 holding

Common Stocks

$178K

1 holding

					% of plan
Vanguard Instl Target Retirement 2035 Mutual Fund	Mutual Funds	—	—	$5.8M	16.6%
Vanguard Instl Target Retirement 2030 Mutual Fund	Mutual Funds	—	—	$4.5M	12.9%
Vanguard Total Stock Market Index Adm Mutual Fund	Common Collective Trusts	—	—	$3.6M	10.2%
Vanguard Instl Target Retirement 2050 Mutual Fund	Mutual Funds	—	—	$2.8M	8.1%
Vanguard Instl Target Retirement 2045 Mutual Fund	Mutual Funds	—	—	$2.4M	6.8%
iShares S&P 500 Index K Mutual Fund	Common Collective Trusts	—	—	$1.7M	4.9%
Vanguard Instl Target Retirement 2040 Mutual Fund	Mutual Funds	—	—	$1.5M	4.4%
Vanguard Instl Target Retirement 2055 Mutual Fund	Mutual Funds	—	—	$1.5M	4.3%
Money Market Money Market	Cash / Money Market	—	—	$1.5M	4.2%
T. Rowe Price Large Cap Growth I Mutual Fund	Other securities	—	—	$1.0M	2.9%
American Funds Growth Fund of Amer R6 Mutual Fund	Mutual Funds	—	—	$922K	2.6%
Vanguard Total Intl Stock Index Adm Mutual Fund	Mutual Funds	—	—	$809K	2.3%
Vanguard Instl Target Retirement 2060 Mutual Fund	Mutual Funds	—	—	$794K	2.3%
Vanguard Instl Target Retirement 2025 Mutual Fund	Mutual Funds	—	—	$658K	1.9%
JP Morgan U.S. Equity R6 Mutual Fund	Other securities	—	—	$647K	1.8%
Nationwide Loomis Core Bond R6 Mutual Fund	Other securities	—	—	$594K	1.7%
Vanguard Instl Target Retirement 2020 Mutual Fund	Mutual Funds	—	—	$551K	1.6%
Notes receivable from participants Interest rates ranging from 4.25% to 9.50%	Bonds / Notes	—	—	$323K	0.9%
Federated Hermes Mdt Mid Cp Gr R6 Mutual Fund	Other securities	—	—	$281K	0.8%
iShares Russell Mid-Cap Index K Mutual Fund	Other securities	—	—	$234K	0.7%
Vanguard Strategic Small-Cap Equity Inv Mutual Fund	Mutual Funds	—	—	$222K	0.6%
Vanguard Real Estate Index Adm Mutual Fund	Mutual Funds	—	—	$195K	0.6%
Vanguard Emerging Mkts Stock Idx Adm Mutual Fund	Common Collective Trusts	—	—	$190K	0.5%
Voya Mid Cap Opportunities R6 Mutual Fund	Other securities	—	—	$188K	0.5%
Vanguard Instl Target Retirement Income Fund Mutual Fund	Mutual Funds	—	—	$185K	0.5%
iShares Russell 2000 SmCap Ind K Mutual Fund	Common Collective Trusts	—	—	$184K	0.5%
Mainstay MacKay High Yield Corp R6 Mutual Fund	Common Stocks	—	—	$178K	0.5%
BlackRock Global Allocation K Mutual Fund	Other securities	—	—	$169K	0.5%
Vanguard Instl Target Retirement 2065 Mutual Fund	Mutual Funds	—	—	$167K	0.5%
MFS International Intrinsic Value A Mutual Fund	Mutual Funds	—	—	$126K	0.4%
American Century Strat Allc: Cnsrv R6 Mutual Fund	Other securities	—	—	$102K	0.3%
MFS Value R6 Mutual Fund	Mutual Funds	—	—	$89K	0.3%
BlackRock Impact Mortgage K Mutual Fund	Other securities	—	—	$80K	0.2%
Pimco Real Return Instl Mutual Fund	Mutual Funds	—	—	$61K	0.2%
American Funds Capital Inc Bldr R6 Mutual Fund	Mutual Funds	—	—	$38K	0.1%
Vanguard LifeStrategy Growth Inv Mutual Fund	Mutual Funds	—	—	$30K	<0.1%
AB Discovery Value Z Mutual Fund	Other securities	—	—	$13K	<0.1%
Vanguard LifeStrategy Moderate Gr Inv Mutual Fund	Mutual Funds	—	—	$7K	<0.1%
Vanguard Instl Target Retirement 2070 Mutual Fund	Mutual Funds	—	—	$5K	<0.1%