How big is Starbridge Services, Inc.'s plan?

Starbridge Services, Inc.'s plan reported $5.2M in assets and 600 participants for 2024.

Original filing (PDF)20250923132733NAL0008082019001

Starbridge Services, Inc.

Name: Starbridge Services, Inc. — Starbridge Services, Form 5500 (2024)
Creator: Starbridge Services, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Starbridge Services, Inc. 403(b) Plan

403(b) retirement plan · Starbridge Services, Inc.'s Starbridge Services, Inc. 403(b) Plan held $5.2M in plan assets for 600 participants in 2024, with Voya as recordkeeper.

Active participants

600

Accounts w/ balance

187

Plan assets (EOY)

$5.2M

Net assets (EOY)

$5.2M

People on this filing

Darrell Jolley signed Starbridge Services, Inc.'s 2024 Form 5500 as plan administrator.

Darrell Jolley — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Starbridge Services, Inc.'s EIN is 22-2702285.

EIN 22-2702285

Plan number 001

Plan year 2024

ACK ID 20250923132733NAL0008082019001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Starbridge Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Starbridge Services, Inc.'s plan includes a 403(b) annuity, 403(b) custodial accounts.

Decision-maker contacts

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How this plan invests

This plan

1 pooled trust

Schedule D

58 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th percentile).

Plan sponsor

Name

STARBRIDGE SERVICES, INC.

EIN

all filings

Address

1650 SOUTH AVENUE · SUITE 200 · ROCHESTER, NY · 14620

Phone

(585) 546-1700

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-23

Pension benefit codes

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

BONADIO & CO.,LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
VOYA RETIREMENT INSURANCE & ANNUITY	71-0294708	—	NONE	$4K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
ALESCO ADVISORS	16-1579300	—	NONE	$10K	—

Other service providers

Investments

58 direct securities · 1 pooled fund· $6.2M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Mutual Funds

$3.0M

17 holdings

Pooled Separate Account

$1.0M

1 holding

Pooled Separate Accounts

$1.0M

35 holdings

Stable Value

$814K

2 holdings

Common Collective Trusts

$271K

2 holdings

Other securities

$82K

2 holdings

					% of plan
VOYA MAP CONTRACT SEPARATE ACCT C VOYA LIFE INSURANCE & ANNUTIY CO · EIN 71-0294708 / PN 000	Pooled Separate Account	—	—	$1.0M	19.4%
Voya Fixed Account 4669 Guaranteed investment contract	Stable Value	—	—	$812K	15.5%
Vanguard Target Retirement 2025 - Inv Mutual Fund	Mutual Funds	—	—	$712K	13.6%
Vanguard Target Retirement 2045 - Inv Mutual Fund	Mutual Funds	—	—	$399K	7.6%
Vanguard Target Retirement 2035 - Inv Mutual Fund	Mutual Funds	—	—	$394K	7.5%
Vanguard Target Retirement 2040 - Inv Mutual Fund	Mutual Funds	—	—	$384K	7.3%
Vanguard Target Retirement 2050 - Inv Mutual Fund	Mutual Funds	—	—	$338K	6.5%
Vanguard Target Retirement 2020 - Inv Mutual Fund	Mutual Funds	—	—	$279K	5.3%
Fidelity 500 Index Mutual Fund	Common Collective Trusts	—	—	$253K	4.8%
Voya Growth and Income Port I Pooled separate account	Pooled Separate Accounts	—	—	$140K	2.7%
Vanguard Growth Invest - Admiral Mutual Fund	Mutual Funds	—	—	$129K	2.5%
Vanguard Target Retirement 2030 - Inv Mutual Fund	Mutual Funds	—	—	$129K	2.5%
Vanguard Target Retirement Income - Inv Mutual Fund	Mutual Funds	—	—	$92K	1.8%
Fidelity VIP Eqty-Inc Prt I Pooled separate account	Pooled Separate Accounts	—	—	$75K	1.4%
Columbia Small Cap Index - I2 Mutual Fund	Other securities	—	—	$63K	1.2%
Voya Large Cap Value Port Ins Pooled separate account	Pooled Separate Accounts	—	—	$60K	1.2%
Fidelity VIP Contrafund Pt I Pooled separate account	Pooled Separate Accounts	—	—	$60K	1.1%
VY JPM Emrg Mkts Eq Port Srv Pooled separate account	Pooled Separate Accounts	—	—	$59K	1.1%
Voya Mid Cap Opport Port I Pooled separate account	Pooled Separate Accounts	—	—	$55K	1.0%
American Funds Growth Fnd R4 Pooled separate account	Pooled Separate Accounts	—	—	$53K	1.0%
DFA Real Estate Securities - Instl Mutual Fund	Mutual Funds	—	—	$49K	0.9%
Voya Glob Insights Port Init Pooled separate account	Pooled Separate Accounts	—	—	$48K	0.9%
Vanguard Target Retirement 2055 - Inv Mutual Fund	Mutual Funds	—	—	$47K	0.9%
Voya Large Cap Growth Prt Ins Pooled separate account	Pooled Separate Accounts	—	—	$46K	0.9%
Invesco VI Amr Franchise Fd I Pooled separate account	Pooled Separate Accounts	—	—	$42K	0.8%
Voya Index Plus LargeCap Prt I Pooled separate account	Pooled Separate Accounts	—	—	$42K	0.8%
Voya Solution 2025 Port Srv Pooled separate account	Pooled Separate Accounts	—	—	$37K	0.7%
VY TRwPr Divr MdCp Gr Pt I Pooled separate account	Pooled Separate Accounts	—	—	$33K	0.6%
Macq Science and Technology Y Pooled separate account	Pooled Separate Accounts	—	—	$33K	0.6%
Fidelity VIP Growth Port I Pooled separate account	Pooled Separate Accounts	—	—	$33K	0.6%
VY TRwPr Grw Eqty Pt I Pooled separate account	Pooled Separate Accounts	—	—	$30K	0.6%
Neuberg Berm Sus Equ Fd Trs Pooled separate account	Pooled Separate Accounts	—	—	$25K	0.5%
Vanguard Target Retirement 2060 - Inv Mutual Fund	Mutual Funds	—	—	$25K	0.5%
Voya Intermediate Bond Prt I Pooled separate account	Pooled Separate Accounts	—	—	$21K	0.4%
Amana Growth Fund Inv Pooled separate account	Pooled Separate Accounts	—	—	$19K	0.4%
Columbia Mid Cap Index - I2 Mutual Fund	Other securities	—	—	$19K	0.4%
Calvert VP SRI Balanced Port Pooled separate account	Pooled Separate Accounts	—	—	$18K	0.3%
Fidelity Total Market Index Mutual Fund	Common Collective Trusts	—	—	$17K	0.3%
Fidelity Government Money Market Mutual Fund	Mutual Funds	—	—	$16K	0.3%
VY Invesco Eqty & Inc Pt I Pooled separate account	Pooled Separate Accounts	—	—	$15K	0.3%
Vanguard Value Index - Admiral Mutual Fund	Mutual Funds	—	—	$13K	0.2%
Fidelity U.S. Bond Index Mutual Fund	Mutual Funds	—	—	$11K	0.2%
BlkRck Md-Cp Value Fnd IA Pooled separate account	Pooled Separate Accounts	—	—	$9K	0.2%
Voya Small Company Port I Pooled separate account	Pooled Separate Accounts	—	—	$9K	0.2%
Inv Dev Mrkts Fd A Pooled separate account	Pooled Separate Accounts	—	—	$9K	0.2%
Voya Glo Hi Div Low Vol Prtf I Pooled separate account	Pooled Separate Accounts	—	—	$9K	0.2%
Vanguard Total Intl Stock Index - Adm Mutual Fund	Mutual Funds	—	—	$8K	0.2%
Alger Responsible Investing A Pooled separate account	Pooled Separate Accounts	—	—	$8K	0.1%
Allspg Spec SmCp Vl Fd A Pooled separate account	Pooled Separate Accounts	—	—	$7K	0.1%
Amana Income Fund Inv Pooled separate account	Pooled Separate Accounts	—	—	$4K	<0.1%