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)
- Total Participants: 467
- Total Assets: $58.8M
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 | 467 | $58.8M | $1.1M | $3.1M |
| 2023 | 478 | $53.8M | $1.1M | $3.2M |
| 2022 | 486 | $44.9M | $981,358 | $3.0M |
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 |
|---|---|---|---|---|
| BADEN GAGE AND SCHROEDER, LLC | NONE | $12,500 | — | $12,500 |
| BADEN GAGE & SCHROEDER, LLP | Auditor | $12,500 | — | $12,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BADEN GAGE & SCHROEDER, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,000
- Estimated Expense Ratio: 0.043% 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 | $15,823 | — | — | $12,500 | — |
| 2023 | $15,521 | — | — | $12,500 | — |
| 2022 | $15,734 | — | — | — | $12,500 |