# Stellar Group, Incorporated 401(k) Plan
Source: https://planprovider.pro/companies/stellar-group-incorporated-401k-plan

> Stellar Group, Incorporated's 401(k) plan: 705 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/assurance-dimensions-inc) — 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|—|—|—|—|

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