Department of Labor filing

PORTER-STARKE SERVICES, INC.

PORTER-STARKE SERVICES, INC. 401(K) PROFIT SHARING PLAN · For the plan year ended Jun 30, 2025

Public filing 2024 · received Apr 15, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

There is not enough comparable filing data to judge this plan yet. This is a filing comparison, not a complete benefits score.

$Employer support

-$36

Reported employer contributions per active participant.

#People in the filing

376

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$225 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 32% of comparable plans

↗Investment performance

Not available

Plan assets changed 13.8%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 2024—There is not enough comparable filing data to calculate this yet.

How this filing compares

Reported employer contributionsNot enough dataTypical peer $2,397 · based on 2,295 comparable plans

Lower reported administrative expense32nd percentileTypical peer $143 · based on 2,373 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Jun 30, 2025, PORTER-STARKE SERVICES, INC. reported -$13,643 in employer contributions across the plan and 376 active participants. That works out to -$36 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy80%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 101.3%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 12.2%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer contextNot enough data

Comparable-plan data is too limited for a score.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: -$13,643
Participant contributions: $1,552,800
Other contributions: $126,339
Employer share of reported contributions: -0.9%
Beginning assets: $18,403,520
Ending assets: $20,952,027
Ending net assets: $20,952,027
Ending liabilities: $0
Total income: $3,631,214
Total expenses: $1,026,469
Administrative expenses: $106,352
Participant loans: $241,577

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$2,838

2023

$1,662

2024

-$36

Plan-paid administrative expenses per participant

2022

$201

2023

$193

2024

$225

Active participants

2022

434

2023

437

2024

376

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	-$36	376	21M	20260415103810NAL0019705761001
2023	$1,662	437	18.4M	20250415082502NAL0005873298001
2022	$2,838	434	16.5M	20240415170009NAL0002973312001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 1.2%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 351330771-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jul 1, 1980
Industry: Health care and social assistance
Amended filing: Yes
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2S2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
TRANSAMERICA RETIREMENT SOLUTIONS	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20260415103810NAL0019705761001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗