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

> Star Financial Group, INC.'s 401(k) plan: 467 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)

- **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](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:** $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|

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