Plan Snapshot
- Plan Sponsor: The Carlstar Group LLC
- Sponsor EIN: 383918236
- Sponsor Address: 725 COOL SPRINGS BLVD SUITE 500, FRANKLIN, TN, 37067
- Plan Type: 401(k)
- Total Participants: 849
- Total Assets: $68.9M
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 | 849 | $68.9M | $2.2M | $3.8M |
| 2023 | 1,021 | $66.0M | $2.2M | $3.8M |
| 2022 | 1,354 | $63.7M | $2.6M | $4.2M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $200,764 | — | $200,764 |
| CREATIVE PLANNING HOLDCO LLC DBA CR | INVESTMENT ADVISOR | $23,471 | — | $23,471 |
| MERCER GLOBAL ADVISORS INC | INVESTMENT ADVISOR | $12,500 | — | $12,500 |
| SIKICH CPA LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIKICH CPA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $236,735
- Estimated Expense Ratio: 0.343% 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 | $237,412 | $36,648 | — | — | — |
| 2023 | $251,945 | $109,831 | — | — | — |
| 2022 | $281,985 | $58,268 | $223,717 | — | — |