Plan Snapshot
- Plan Sponsor: Star INC., Lighting The Way
- Sponsor EIN: 060726489
- Sponsor Address: 182 WOLFPIT AVENUE, NORWALK, CT, 06851
- Plan Type: 401(k)
- Total Participants: 247
- Total Assets: $10.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 247 | $10.4M | $625,767 | $793,413 |
| 2023 | 187 | $9.3M | $716,698 | $755,772 |
| 2022 | 194 | $7.2M | $250,835 | $607,603 |
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 |
|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES LLC | ADVISOR | $14,023 | — | $14,023 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $9,073 | — | $9,073 |
| COHNREZNICK 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: $23,096
- Estimated Expense Ratio: 0.222% 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 | $36,431 | $14,023 | — | — | — |
| 2023 | $5,138 | — | — | — | — |
| 2022 | $4,188 | — | — | — | — |