# Star Financial Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/star-financial-group-inc-351658268-501

> Star Financial Group, INC.'s 401(k) plan: 453 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Star Financial Group, INC.

- **Sponsor EIN:** 351658268

- **Sponsor Address:** 215 W MAIN STREET, FORT WAYNE, IN, 46802

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

- **Plan Number:** 501

- **Total Participants:** 453

- **Total Assets:** $2.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|453|$2.9M|$2.9M|$1.1M|

| 2023|646|$3.5M|$2.9M|$993,999|

| 2022|608|$3.8M|$3.0M|$1.0M|

## 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|

| UNIFIED GROUP SERVICES, INC.|Other Service Provider|$111,401|—|$111,401|

| BAEN, GAGE & SCHROEDER|Auditor|$13,500|—|$13,500|

### Verified Provider Profiles

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

- [BAEN, GAGE & SCHROEDER](https://planprovider.pro/provider/baden-gage-and-schroeder-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $124,901

- **Estimated Expense Ratio:** 4.236% 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|$201,008|—|$187,508|$13,500|—|

| 2023|$195,093|—|$178,593|$16,500|—|

| 2022|$188,756|—|$172,256|—|$16,500|

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