Original filing (PDF)20260715120511NAL0003941234001

Stapleton Segal Cochran LLC

Name: Stapleton Segal Cochran LLC — Stapleton Segal, Form 5500 (2025)
Creator: Stapleton Segal Cochran LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stapleton Segal Cochran LLC 401(k) Plan

401(k) retirement plan · Stapleton Segal Cochran LLC's Stapleton Segal Cochran LLC 401(k) Plan held $977K in plan assets for 5 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$977K

Net assets (EOY)

$977K

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STAPLETON SEGAL COCHRAN LLC.

Plan sponsor

Name

STAPLETON SEGAL COCHRAN LLC

EIN

84-4106312all filings

Address

FOUR GREENTREE CENTRE · 601 ROUTE 73 N, SUITE 303 · MARLTON, NJ · 08053

Phone

(856) 259-3300

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