Retirement plan

JOHN STAURULAKIS LLC CASH OR DEFERRED ARRANGEMENT PROFIT SHARING PLAN

Name: JOHN STAURULAKIS, LLC - JOHN STAURULAKIS LLC CASH OR DEFERRED ARRANGEMENT PROFIT SHARING PLAN (2024) Form 5500
Creator: JOHN STAURULAKIS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JOHN STAURULAKIS LLC CASH OR DEFERRED ARRANGEMENT PROFIT SHARING PLAN, JOHN STAURULAKIS, LLC

JOHN STAURULAKIS, LLCEIN 52-0880671Plan #002PY 2024

6404 IVY LANE SUITE 700 - GREENBELT, MD 20770301-459-7590

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$62.6M

+12.6% from 2023

Total participants

662

+8.2% from 2023

Average account balance

$96,707

+4.7% from 2023

Annual return

14.27%

-7.76 pp from 2023

Benchmarks

See 3,296 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort3,296 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$62.57M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$97K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

647

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

97.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$5.84M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.27%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$225

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 2 by compensation

Provider	Service type	Compensation
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD RETIREMENT SERVICES Service code 15 · EIN 23-1945930	Recordkeeping	$79,090
GLOBAL RETIREMENT PARTNERS LLC1 year Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118	Advisory (Plan)	$45,388

Plan features & details

Pension benefit codes2F2G2J3D

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$146K

$262 / participant

Recordkeeping$146K100.0%

% of EOY assets

0.233%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: COHNREZNICK LLP
Auditor EIN: 334144829
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$96,707

$106,264-9.0%

$147,117-34.3%

$77,762+24.4%

Participation rate

97.3%

78.4%+18.9pp

82.2%+15.1pp

70.6%+26.7pp

Annual return

14.27%

56.94%-42.7pp

420.54%-406.3pp

31.27%-17.0pp

Employer contribution / active EE

$5,219

$4,074+28.1%

$4,932+5.8%

$2,728+91.3%

Participant deferral / active EE

$5,282

$8,003-34.0%

$8,065-34.5%

$4,651+13.6%

Admin fee / account holder

$225

$334-32.7%

$12,993-98.3%

$433-48.0%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.3 years

Filed as: VANGUARD RETIREMENT SERVICES

Service code 15 · EIN 23-1945930

Recordkeeping

$79,090

GLOBAL RETIREMENT PARTNERS LLC1 year

Filed as: GLOBAL RETIREMENT PARTNERS

Service code 27 · EIN 47-1411118

Advisory (Plan)

$45,388

JOHN STAURULAKIS LLC CASH OR DEFERRED ARRANGEMENT PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JOHN STAURULAKIS LLC CASH OR DEFERRED ARRANGEMENT PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion