Plan Snapshot
- Plan Sponsor: Five-Star Technology Solutions, LLC
- Sponsor EIN: 550906339
- Sponsor Address: 3310 E 10TH STREET, JEFFERSONVILLE, IN, 47130
- Plan Type: 401(k)
- Total Participants: 141
- Total Assets: $5.0M
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 | 141 | $5.0M | $257,551 | $442,910 |
| 2023 | 160 | $4.3M | $178,792 | $336,959 |
| 2022 | 149 | $3.3M | $170,961 | $325,175 |
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 |
|---|---|---|---|---|
| BLUE & COMPANY, LLC | Auditor | $6,000 | — | $6,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BLUE & COMPANY, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,000
- Estimated Expense Ratio: 0.119% 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 | $28,538 | $13,961 | $8,577 | $6,000 | — |
| 2023 | $14,698 | — | $3,198 | $11,500 | — |
| 2022 | $14,896 | — | $4,146 | — | $10,750 |