Plan Snapshot
- Plan Sponsor: Five Star Equipment, INC.
- Sponsor EIN: 232281067
- Sponsor Address: 1300 DUNHAM DRIVE, DUNMORE, PA, 18512
- Plan Type: 401(k)
- Total Participants: 149
- Total Assets: $14.1M
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 | 149 | $14.1M | $217,171 | $827,082 |
| 2023 | 125 | $12.4M | $187,377 | $789,880 |
| 2022 | 114 | $10.8M | $142,035 | $701,076 |
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 |
|---|---|---|---|---|
| TBS AGENCY INC | BROKER/ADVISER | — | $10,124 | $10,124 |
| ROBERT ROSSI AND CO | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ROBERT ROSSI AND CO — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,124
- Estimated Expense Ratio: 0.072% 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 | $3,871 | $2,070 | — | — | — |
| 2023 | $2,356 | $648 | — | — | — |
| 2022 | $1,554 | — | $1,554 | — | — |