# Five Star Equipment, INC. 401(k) Plan
Source: https://planprovider.pro/companies/five-star-equipment-inc-401k-plan

> Five Star Equipment, INC.'s 401(k) plan: 149 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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