Plan Snapshot
- Plan Sponsor: Stellar Group, Incorporated
- Sponsor EIN: 592545827
- Sponsor Address: 2900 HARTLEY ROAD, JACKSONVILLE, FL, 32257
- Plan Type: 401(k)
- Total Participants: 705
- Total Assets: $75.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 705 | $75.3M | $2.5M | $4.9M |
| 2023 | 736 | $68.7M | $2.2M | $4.4M |
| 2022 | 725 | $60.4M | $2.0M | $4.3M |
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 |
|---|---|---|---|---|
| T ROWE PRICE RPS INC | NONE | $59,203 | — | $59,203 |
| ASSURANCE DIMENSIONS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ASSURANCE DIMENSIONS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $59,203
- Estimated Expense Ratio: 0.079% 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 | $59,099 | — | — | — | — |
| 2023 | $60,265 | — | — | — | — |
| 2022 | $57,133 | — | — | — | — |