AUMdb

Star Financial Group, Inc. 401(k) Savings Plan

Sponsored by Star Financial Group, Inc. · EIN 351658268 · Plan #002

Total assets
$58.8M
Net assets
$58.8M
Active participants
467
With balances
614

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
T. Rowe Price Japan, Inc. CRD 290585 fuzzy_auto · 93% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Baden Gage And Schroeder, Llc Accounting, Direct payment from the plan $12,500
T Rowe Price Rps Inc Recordkeeping, Trustee (institutional), Trustee (directed) $3,325