Plan Snapshot
- Plan Sponsor: Four Star Management, LLC
- Sponsor EIN: 824432722
- Sponsor Address: 2800 ROAD 136, DELANO, CA, 93215
- Plan Type: 401(k)
- Total Participants: 191
- Total Assets: $7.5M
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 | 191 | $7.5M | $391,925 | $736,018 |
| 2023 | 180 | $6.4M | $360,668 | $637,239 |
| 2022 | 185 | $4.8M | $319,795 | $547,495 |
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 |
|---|---|---|---|---|
| AXA ADVISORS, LLC | INVESTMENT ADVISORS | $32,383 | — | $32,383 |
| ADP, INC. | RECORD KEEPER | $25,652 | — | $25,652 |
| KCOE ISOM LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- KCOE ISOM LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $58,035
- Estimated Expense Ratio: 0.771% 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 | $58,035 | $32,383 | — | — | — |
| 2023 | $50,030 | $25,783 | — | — | — |
| 2022 | $36,311 | — | — | — | — |