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Original filing (PDF)20251010143848NAL0007885825001
STARK TECH OPERATING COMPANY LLC
Form 5500
FILING_RECEIVED
STARK TECH 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
100% in single holding
Active participants
591
Accounts w/ balance
593
Plan assets (EOY)
$72.9M
Net assets (EOY)
$72.9M
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)
90
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: RELIANCE METLIFE SERIES 25053 CL 0 (no filing on disk)]" is 100% of plan.
- 22 bps in Schedule C fees — modestly above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STARK TECH OPERATING COMPANY LLC.
Plan sponsor
Name
STARK TECH OPERATING COMPANY LLC
EIN
87-3375381
Address
95 STARK STREET · TONAWANDA, NY · 14150
Phone
(716) 693-4490
Industry
Wholesale Tradesee 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
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BONADIO & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT SERVICES | — | IRVINE, CA | RECORDKEEPER | $49K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CADARET GRANT & CO INC | — | SYRACUSE, NY | INVESTMENT ADVISOR | $83K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACTUARIAL CONSULTING SERVICES | — | AMHERST, NY | TPA | $28K | — |
Investments
1 pooled fund· $1.7M(2% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| RELIANCE METLIFE SERIES 25053 CL 0 RELIANCE TRUST CT OR SVF · EIN 58-1428634 / PN 013 | Common Collective Trust | — | — | $1.7M | 2.3% |