# The Carlstar Group LLC 401(k) Plan
Source: https://planprovider.pro/companies/the-carlstar-group-llc-401k-plan

> The Carlstar Group LLC's 401(k) plan: 849 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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