# Northstar Family Enterprises 401(k) Plan
Source: https://planprovider.pro/companies/northstar-family-enterprises-in-401k-plan

> Northstar Family Enterprises's 401(k) plan: 398 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Northstar Family Enterprises

- **Sponsor EIN:** 522383201

- **Sponsor Address:** 25191 U.S. HIGHWAY 19 NORTH, CLEARWATER, FL, 33763

- **Plan Type:** 401(k)

- **Total Participants:** 398

- **Total Assets:** $25.0M

## 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|398|$25.0M|$982,917|$2.8M|

| 2023|384|$22.4M|$628,317|$2.4M|

| 2022|344|$17.4M|$563,964|$2.2M|

## 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|

| MORGAN STANLEY SMITH BARNEY|INVESTMENT/FINANCIAL ADVI|$79,751|—|$79,751|

| ADP, INC.|RECORD KEEPER|$16,455|—|$16,455|

| SPOOR BUNCH FRANZ|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MORGAN STANLEY SMITH BARNEY](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT/FINANCIAL ADVI

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [SPOOR BUNCH FRANZ](https://planprovider.pro/provider/spoor-bunch-franz) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $96,206

- **Estimated Expense Ratio:** 0.385% 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|$96,207|$79,751|—|—|—|

| 2023|$75,685|$66,948|—|—|—|

| 2022|$69,895|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/northstar-family-enterprises-in-401k-plan)

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