# C.V. Starr & Company, INC. DB Plan
Source: https://planprovider.pro/companies/c-v-starr-company-inc-plan

> C.V. Starr & Company, INC.'s DB plan: 1,662 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 & Company, INC.

- **Sponsor EIN:** 135621350

- **Sponsor Address:** 399 PARK AVENUE, 3RD FLOOR, NEW YORK, NY, 10022

- **Plan Type:** DB

- **Total Participants:** 1,662

- **Total Assets:** $357.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,662|$357.3M|$17.0M|$0|

| 2023|1,422|$323.6M|$18.1M|$0|

| 2022|1,284|$270.8M|$18.7M|$0|

## 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|

| VANGUARD|NONE|$233,073|—|$233,073|

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

### Verified Provider Profiles

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

- [VANGUARD](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:** $233,073

- **Estimated Expense Ratio:** 0.065% 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|$233,073|—|—|—|—|

| 2023|$236,085|—|—|—|—|

| 2022|$244,773|$244,773|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/c-v-starr-company-inc-plan)

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