# Starkweather & Shepley Insurance Brokerage, INC. 401(k) Plan
Source: https://planprovider.pro/companies/starkweather-shepley-insurance-brokerage-inc-401k-plan

> Starkweather & Shepley Insurance Brokerage, INC.'s 401(k) plan: 324 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Starkweather & Shepley Insurance Brokerage, INC.

- **Sponsor EIN:** 050222530

- **Sponsor Address:** 60 CATAMORE BOULEVARD, EAST PROVIDENCE, RI, 02914

- **Plan Type:** 401(k)

- **Total Participants:** 324

- **Total Assets:** $84.8M

## 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|324|$84.8M|$4.5M|$3.0M|

| 2023|321|$76.5M|$4.2M|$2.8M|

| 2022|310|$62.5M|$3.3M|$2.3M|

## 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|

| SANSIVERI, KIMBALL & CO., LLP|Auditor|$16,500|—|$16,500|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SANSIVERI, KIMBALL & CO., LLP](https://planprovider.pro/provider/sansiveri-kimball-and-co-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $16,500

- **Estimated Expense Ratio:** 0.019% 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|$106,525|$45,105|—|$16,500|—|

| 2023|$98,101|$26,949|—|$19,000|—|

| 2022|$91,731|$50,927|—|—|$18,000|

## Similar Plans

- [Podmaska Insurance Agency INC](https://planprovider.pro/companies/podmaska-insurance-agency-inc-401k-plan) — 4 participants

- [Ktp Advisors INC.](https://planprovider.pro/companies/ktp-advisors-inc-401k-plan) — 4 participants

- [Main Rhode Insurance Agency. INC](https://planprovider.pro/companies/main-rhode-insurance-agency-inc-401k-plan) — 2 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/starkweather-shepley-insurance-brokerage-inc-401k-plan)

© 2026 PlanProvider.Pro