Plan Snapshot
- Plan Sponsor: Stellar Senior Living, LLC
- Sponsor EIN: 454623007
- Sponsor Address: 4525 S WASATCH BLVD, SALT LAKE CITY, UT, 84124
- Plan Type: 401(k)
- Total Participants: 1,926
- Total Assets: $3.5M
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. |
|---|---|---|---|---|
| 2023 | 1,926 | $3.5M | $245,687 | $957,602 |
| 2022 | 1,672 | $2.0M | $163,007 | $809,050 |
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 |
|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INS | Recordkeeper | $48,594 | — | $48,594 |
| ADMIN. GROUP, LLC DBA TAG RESOURCES | Other Service Provider | $32,034 | — | $32,034 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA FINANCIAL LIFE INS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $80,628
- Estimated Expense Ratio: 2.337% 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 |
|---|---|---|---|---|---|
| 2023 | $40,314 | — | $16,017 | — | — |
| 2022 | $23,368 | — | $23,368 | — | — |