Plan Snapshot
- Plan Sponsor: Sertoma Star Services
- Sponsor EIN: 237294685
- Sponsor Address: 4343 WEST 123RD STREET, ALSIP, IL, 60608
- Plan Type: 401(k)
- Total Participants: 210
- Total Assets: $9.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 210 | $9.1M | $328,137 | $514,793 |
| 2023 | 644 | $3.5M | $96,792 | $207,799 |
| 2022 | 326 | $3.5M | $104,255 | $206,143 |
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 |
|---|---|---|---|---|
| DUGAN & LOPATKA CPA'S | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $42,372 | $1,625 | $39,847 | — | — |
| 2023 | $339 | — | — | — | — |
| 2022 | $701 | — | — | — | — |