Plan Snapshot
- Plan Sponsor: Star Of The West Milling Co.
- Sponsor EIN: 381065660
- Sponsor Address: 121 E. TUSCOLA STREET, FRANKENMUTH, MI, 487341711
- Plan Type: DC
- Total Participants: 401
- Total Assets: $38.8M
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 | 401 | $38.8M | $1.2M | $2.3M |
| 2023 | 399 | $36.8M | $975,913 | $2.1M |
| 2022 | 320 | $33.2M | $860,924 | $1.9M |
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 |
|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, INC. | TPA | $68,135 | — | $68,135 |
| SENTINEL PENSION ADVISOR | ADVISOR | $46,135 | — | $46,135 |
| FIDELITY TRUST COMPANY | CUSTODIAN | $10,221 | — | $10,221 |
| YEO & YEO, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SENTINEL BENEFITS GROUP, INC. — TPA
- SENTINEL PENSION ADVISOR — ADVISOR
- YEO & YEO, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $124,491
- Estimated Expense Ratio: 0.321% 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 | $124,727 | $46,371 | — | — | — |
| 2023 | $118,116 | $45,020 | — | — | — |
| 2022 | $106,016 | $43,709 | — | — | $62,307 |