Back to filter
Original filing (PDF)20250609115713NAL0023481824001
STOCK DEVELOPMENT GROUP, INC.
Form 5500-SF
FILING_RECEIVED
STOCK DEVELOPMENT GROUP, INC. 401(K) PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
3
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
Plan health score (directional)
89
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STOCK DEVELOPMENT GROUP, INC..
Plan sponsor
Name
STOCK DEVELOPMENT GROUP, INC.
EIN
27-0859372
Address
3815 LANCASTER DRIVE · DOYLESTOWN, PA · 18902
Phone
(732) 331-5405
Industry
Finance & Insurancesee 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
2025-06-09
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Finance & Insurance plans
RESEARCH CONSULTANTS GROUP INC.
RESEARCH CONSULTANTS GROUP INC. EMPLOYEES PROFIT SHARING PLAN
$2.2M · 45 participants
SPROUT MORTGAGE LLC
SPROUT 401(K) PLAN
$2.1M
LEP MANAGEMENT, LLC
LEP MANAGEMENT, LLC RETIREMENT PLAN
$2.1M · 11 participants
CORAL CAPITAL SOLUTIONS LLC
CORAL CAPITAL SOLUTIONS LLC 401(K) P/S PLAN
$2.2M · 6 participants
BENCHMARK CAPITAL HOLDINGS CO., LLC
BENCHMARK CAPITAL HOLDINGS CO., LLC RETIREMENT PLAN
$2.1M · 20 participants
STAR ASIA CAPITAL MANAGEMENT, LLC.
STAR ASIA CAPITAL MANAGEMENT, LLC PROFIT SHARING PLAN
$2.2M · 2 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B