Stonemark Management 401(k) match, vesting and fees
What Stonemark Management's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Cmfg Life Insurance Company | Schedule C ↗ |
| Independent auditor | Jones and Kolb (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,379 defined-contribution plans in real estate and rental and leasing with 100 to 499 participants.
| Stonemark Management: employer contribution per participant | $213 | |
| Peer median | $1,680 |
| Stonemark Management: average balance | $12,953 | |
| Peer median | $52,722 |
| Stonemark Management: admin expenses ÷ assets | 1.50% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $3.4M at the end of plan year 2021 to $4.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 379 | $4.5M | $75K | $213 | 1.50% | Not published | Form 5500 ↗ |
| 2023 | 366 | $3.8M | — | — | 1.27% | Not published | Form 5500 ↗ |
| 2022 | 373 | $3M | $67K | $205 | 1.55% | Not published | Form 5500 ↗ |
| 2021 | 345 | $3.4M | $52K | $176 | 1.78% | Not published | Form 5500 ↗ |
Common questions
Does Stonemark Management match 401(k) contributions?
The match terms for the Stonemark Management, LLC 401(k) Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $75K in employer contributions, about $213 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Stonemark Management 401(k) match vested?
The vesting schedule for the Stonemark Management, LLC 401(k) Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Stonemark Management 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Cmfg Life Insurance Company. The plan administrator is Stonemark Management, LLC.
I left Stonemark Management. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Stonemark Management, LLC, (678) 385-2251) or the recordkeeper, Cmfg Life Insurance Company. The Stonemark Management old 401(k) page lists the contacts from every plan filing. Find an old Stonemark Management 401(k)
Data from the public Form 5500 annual reports Stonemark Management filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Stonemark Management. Not financial advice. Report a correction · Methodology