Plan Snapshot
- Plan Sponsor: Starfish Holdings, INC.
- Sponsor EIN: 471834100
- Sponsor Address: 4090 MEMORIAL PARKWAY SW, HUNTSVILLE, AL, 35802
- Plan Type: 401(k)
- Total Participants: 1,876
- Total Assets: $303.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 1,876 | $303.8M | $6.8M | $20.6M |
| 2023 | 1,705 | $256.0M | $5.7M | $17.4M |
| 2022 | 1,391 | $198.4M | $4.8M | $14.7M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $101,930 | — | $101,930 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $99,409 | — | $99,409 |
| FIDUCIARY FIRST LLC | ADVISOR | $60,010 | — | $60,010 |
| BMSS ADVISORS & CPAS | ACCOUNTANT/AUDITOR | $16,760 | — | $16,760 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- BMSS ADVISORS & CPAS — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $278,109
- Estimated Expense Ratio: 0.092% 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 | $278,525 | $159,419 | $1,200 | $16,760 | — |
| 2023 | $243,576 | $135,826 | $2,100 | $15,000 | — |
| 2022 | -$3,603 | $39,095 | — | — | — |