Legacy 401(K) Plan — Form 5500 plan (Tri-Starr Management Services, Inc)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Legacy 401(K) Plan is a benefit plan reported by Tri-Starr Management Services, Inc under EIN 74-2616688 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,831 participants and $38,107,104 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tri-Starr Management Services, Inc
- EIN
- 74-2616688
- Plan number
- 001
- Plan type
- 2
- Location
- Franklin, IN
- Latest filing year
- 2023
- Participants
- 2,831
- End-of-year plan assets
- $38,107,104
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,831 | H, C | 20241014155318NAL0013578131001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,107,104
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,107,104
- Net assets (BOY)
- $32,063,759
Income & contributions
- Employer contributions
- $2,213,140
- Participant contributions
- $3,675,665
- Total contributions
- $6,264,480
- Total income / additions
- $12,120,590
Expenses & distributions
- Benefits paid
- $5,889,984
- Administrative expenses
- $187,453
- Total expenses
- $6,077,245
- Net increase / (decrease)
- $6,043,345
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $140,818 | $0 | 2023 |
| Sagepoint Financial Inc | ADVISOR | $40,074 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $6,561 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tri-Starr Management Services, Inc
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Franklin, IN
- Fidelity Investments Institutional — Schedule C compensation
- Sagepoint Financial Inc — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation