Plan Snapshot
- Plan Sponsor: Northstar Group Services, INC.
- Sponsor EIN: 953404051
- Sponsor Address: SEVEN PENN PLAZA , SUITE 1803, NEW YORK, NY, 10001
- Plan Type: 401(k)
- Total Participants: 1,370
- Total Assets: $88.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 1,370 | $88.1M | $1.3M | $8.4M |
| 2023 | 1,154 | $76.4M | $1.2M | $8.2M |
| 2022 | 762 | $58.0M | $825,121 | $5.8M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $119,835 | — | $119,835 |
| WILMINGTON TRUST NATIONAL ASSOC | ADVISOR | $117,829 | — | $117,829 |
| CROWE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $237,664
- Estimated Expense Ratio: 0.270% 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 | $237,614 | $117,829 | $300 | — | — |
| 2023 | $172,614 | $98,035 | — | — | — |
| 2022 | $106,076 | — | — | — | — |