# The L.S. Starrett Company 401(k) Plan
Source: https://planprovider.pro/companies/the-l-s-starrett-company-401k-plan

> The L.S. Starrett Company's 401(k) plan: 526 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The L.S. Starrett Company

- **Sponsor EIN:** 041866480

- **Sponsor Address:** 121 CRESCENT STREET, ATHOL, MA, 01331

- **Plan Type:** 401(k)

- **Total Participants:** 526

- **Total Assets:** $29.0M

## 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|526|$29.0M|$1.2M|$1.6M|

| 2023|543|$24.6M|$1.1M|$1.4M|

| 2022|550|$20.4M|$1.0M|$1.4M|

## 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|

| BENEFIT PLANS ADMINISTRATIVE SERVIC|NONE|$98,937|—|$98,937|

| WEALTH ENHANCEMENT GROUP|INVERTMENT ADVISOR|$79,143|—|$79,143|

| CARON & BLETZER, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BENEFIT PLANS ADMINISTRATIVE SERVIC](https://planprovider.pro/provider/bpas) — NONE

- [CARON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $178,080

- **Estimated Expense Ratio:** 0.614% 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|$184,318|—|$184,318|—|—|

| 2023|$159,985|—|$159,985|—|—|

| 2022|$136,910|—|$136,910|—|—|

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