Plan Snapshot
- Plan Sponsor: Allstar Holdings, LLC
- Sponsor EIN: 832752570
- Sponsor Address: 6500 CARLSON DRIVE, EDEN PRAIRIE, MN, 55346
- Plan Type: 401(k)
- Total Participants: 1,221
- Total Assets: $21.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,221 | $21.4M | $2.2M | $3.8M |
| 2023 | 570 | $16.4M | $847,993 | $1.6M |
| 2022 | 129 | $7.2M | $382,496 | $750,869 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $65,220 | — | $65,220 |
| CREATIVE PLANNING HOLDCO LLC DBA CR | Investment Advisor | $36,778 | — | $36,778 |
| TSC 401K | Other Service Provider | $19,239 | $10,991 | $30,230 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $10,269 | — | $10,269 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $142,497
- Estimated Expense Ratio: 0.666% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $141,839 | $41,648 | $19,239 | — | — |
| 2023 | $75,814 | $68,971 | — | — | — |
| 2022 | $49,528 | $46,161 | — | — | — |