Plan Snapshot
- Plan Sponsor: Metastar, INC.
- Sponsor EIN: 391332612
- Sponsor Address: 2909 LANDMARK PLACE, MADISON, WI, 53713
- Plan Type: DC
- Total Participants: 76
- Total Assets: $27.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 76 | $27.2M | $713,919 | $783,082 |
| 2023 | 76 | $24.8M | $656,377 | $686,996 |
| 2022 | 65 | $21.8M | $571,030 | $639,233 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | $8,600 | — | $8,600 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,600
- Estimated Expense Ratio: 0.032% 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 | $99,902 | $58,671 | $30,810 | $8,600 | — |
| 2023 | $85,113 | $47,219 | — | — | — |
| 2022 | $92,825 | $51,245 | — | — | — |