Plan Snapshot
- Plan Sponsor: Star Behavioral Health Group
- Sponsor EIN: 943299940
- Sponsor Address: 1501 HUGHES WAY STE 150, LONG BEACH, CA, 908101878
- Plan Type: 401(k)
- Total Participants: 2,130
- Total Assets: $57.1M
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 | 2,130 | $57.1M | $678,198 | $7.5M |
| 2023 | 1,821 | $47.2M | $744,947 | $5.9M |
| 2022 | 1,743 | $37.0M | $635,549 | $5.3M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $182,183 | — | $182,183 |
| SAGEVIEW ADVISORY GROUP, LLC | INVESTMENT ADVISORY | $102,832 | $75 | $102,907 |
| WITHUMSMITH+BROWN, PC | ACCOUNTANT | $12,480 | — | $12,480 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SAGEVIEW ADVISORY GROUP, LLC — INVESTMENT ADVISORY
- WITHUMSMITH+BROWN, PC — ACCOUNTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $297,570
- Estimated Expense Ratio: 0.521% 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 | $297,495 | $102,832 | $182,183 | $12,480 | — |
| 2023 | $235,164 | $78,494 | $138,819 | $17,851 | — |
| 2022 | $252,478 | $74,401 | $158,233 | — | $19,844 |