Plan Snapshot
- Plan Sponsor: Star Rock Services
- Sponsor EIN: 270219839
- Sponsor Address: 175 CHESTNUT GROVE ROAD, CONESTOGA, PA, 17516
- Plan Type: 401(k)
- Plan Number: 502
- Total Participants: 50
- Total Assets: $139,612
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 | 50 | $139,612 | $763,383 | $13,685 |
| 2023 | 50 | $26,136 | $646,420 | $13,546 |
| 2022 | 53 | $280,423 | $312,915 | $7,185 |
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 |
|---|---|---|---|---|
| GUNN-MOWERY | Investment Advisor | $16,604 | — | $16,604 |
| THE BENECON GROUP | Investment Advisor | $10,249 | — | $10,249 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,853
- Estimated Expense Ratio: 19.234% 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 | $696,358 | — | — | — | — |
| 2023 | $913,977 | — | — | — | — |
| 2022 | $212,817 | — | — | — | — |