Plan Snapshot
- Plan Sponsor: Tri-Starr Management Services, INC
- Sponsor EIN: 742616688
- Sponsor Address: 2001 COMMERCE PKWY, FRANKLIN, IN, 46131
- Plan Type: 401(k)
- Total Participants: 1,098
- Total Assets: $38.6M
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 | 1,098 | $38.6M | $2.1M | $3.3M |
| 2023 | 1,191 | $38.1M | $2.2M | $3.7M |
| 2022 | 1,407 | $32.1M | $2.3M | $3.4M |
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 |
|---|---|---|---|---|
| ENNIS, PELLUM & ASSOCIATES, CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ENNIS, PELLUM & ASSOCIATES, CPAS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $195,815 | $53,093 | $1,200 | — | — |
| 2023 | $187,453 | $46,635 | — | — | — |
| 2022 | $182,821 | $5,907 | — | — | — |