# C.V. Starr & Co., INC. 401(k) Plan
Source: https://planprovider.pro/companies/c-v-starr-co-inc-401k-plan

> C.V. Starr & Co., INC.'s 401(k) plan: 1,966 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** C.V. Starr & Co., INC.

- **Sponsor EIN:** 135621350

- **Sponsor Address:** 399 PARK AVENUE, NEW YORK, NY, 10022

- **Plan Type:** 401(k)

- **Total Participants:** 1,966

- **Total Assets:** $491.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|1,966|$491.5M|$14.1M|$23.0M|

| 2023|1,827|$411.0M|$12.8M|$20.2M|

| 2022|1,606|$337.3M|$9.6M|$18.1M|

## 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|

| THE VANGUARD GROUP, INC.|NONE|$200,737|—|$200,737|

| CARON & BLETZER, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [CARON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $200,737

- **Estimated Expense Ratio:** 0.041% 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|$200,737|—|—|—|—|

| 2023|$182,410|—|—|—|—|

| 2022|—|—|—|—|—|

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