# Four Star Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/four-star-management-llc-401k-plan

> Four Star Management, LLC's 401(k) plan: 191 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [KCOE ISOM LLP](https://planprovider.pro/provider/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|—|—|—|—|

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