Introduction

Our Beginning In 1938 during the swirling economic chaos of the great depression, Loren D. Stark had a vision for his future. Having graduated from Northwestern University in Chicago, served as an artillery officer in World War I, and pursued a career as an estate planner in Tulsa, Oklahoma, he knew he had the ability and expertise to create a company that would provide clients with the ultimate in financial planning. To achieve this vision he made a demographic search to discover the most promising city in the United States destined to become a metropolis of great industry and commerce. His present choice was Houston, Texas, and his vision became the Loren D. Stark Company. Today, his son, Donald D. Stark, carries on the legacy of his father’s vision. In preparation for this task, he graduated from Wharton School of Finance and Commerce and served as a Lieutenant in the Navy before returning to bring his expertise to the Loren D. Stark Company in their ongoing mission of providing clients with the most comprehensive retirement plans available. LDSCO Today The Loren D. Stark Company, Inc. (LDSCO) as a Retirement Plan Consulting and Administration firm has developed a close relationship with the business community in Houston and across Texas, Louisiana and Oklahoma. From the beginning our objective has been to provide our clients with a Plan design that meets the needs of the business owner(s), as well as the employees. LDSCO believes that the selection of an Employee Benefits Consulting Firm will have a significant impact on the shape and perception of your Employee Benefit Program. Hiring the right Third Party Administrative (TPA) firm will make that impact positive and add value to an employer's Retirement Plan. In making a recommendation to a prospective client, LDSCO prepares custom illustrations identifying the different results obtainable by the employer. These recommendations may include Safe Harbor provisions, New Comparability, Age Weighted or Integrated allocation features, as well as 412(i) plan designs. The LDSCO Staff of Attorneys and Consultants are specialists in Pension, Profit Sharing, Cash Balance, Employee Stock Ownership and 401(k) Plan Administration. These services include in part plan design and document preparation, compliance testing and reporting, annual plan participant ERISA compliance statements, participant loan and distribution documentation, and the plan's signature ready Form 5500. Our staff of over 52 employees currently perform these services for approximately 1,600 Plans. Through the years, LDSCO has performed services for more than 5,500 Plans. LDSCO has an ongoing commitment to the development and integration of state-of-the-art technology and services to provide our clients with the most comprehensive Retirement Plan available.