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Original filing (PDF)20251007165332NAL0008576528001
STAR TRANSPORT, LLC
Form 5500
FILING_RECEIVED
STAR COMPANIES 401(K) PLAN
401(k) retirement plan
Active participants
514
Accounts w/ balance
202
Plan assets (EOY)
$10.4M
Net assets (EOY)
$10.4M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- Only 39% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STAR TRANSPORT, LLC.
Plan sponsor
Name
STAR TRANSPORT, LLC
EIN
48-1223007
Address
7415 W 130TH ST · SUITE 100 · OVERLAND PARK, KS · 66213
Phone
(913) 396-5012
Industry
Retail Tradesee all
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
2025-10-07
Pension benefit codes
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
2E · Profit-sharing
3H · Sponsor in controlled / affiliated group
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PICKETT, CHANEY & MCMULLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $4K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SIGMA FINANCIAL CORP | 38-2472555 | — | ADVISOR | $0 | — |
Investments
25 direct securities· $10.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2030 Target Date Retirement Fund | — | — | — | $1.9M | 18.6% | |
| American Funds 2035 Target Date Retirement Fund | — | — | — | $1.7M | 16.5% | |
| American Funds 2025 Target Date Retirement Fund | — | — | — | $1.1M | 10.9% | |
| American Funds 2040 Target Date Retirement Fund | — | — | — | $980K | 9.5% | |
| American Funds 2045 Target Date Retirement Fund | — | — | — | $815K | 7.9% | |
| MM S&P 500 Index Fund | — | — | — | $649K | 6.3% | |
| American Funds 2050 Target Date Retirement Fund | — | — | — | $642K | 6.2% | |
| American Funds 2055 Target Date Retirement Fund | — | — | — | $537K | 5.2% | |
| American Funds 2060 Target Date Retirement Fund | — | — | — | $385K | 3.7% | |
| Notes receivable from participants | — | — | — | $297K | 2.9% | |
| Fidelity Advisor Stock Selector Small Cap Fund | — | — | — | $213K | 2.1% | |
| Columbia Large Cap Growth Opportunity Fund | — | — | — | $182K | 1.8% | |
| Fidelity Advisor New Insights Fund | — | — | — | $143K | 1.4% | |
| Royce Small-Cap Opportunity Fund | — | — | — | $140K | 1.4% | |
| Fidelity Advisor Capital & Income Fund | — | — | — | $124K | 1.2% | |
| Fidelity Advisor International Discovery Fund | — | — | — | $111K | 1.1% | |
| Macquarie Mid Cap Growth Fund | — | — | — | $98K | 0.9% | |
| Fidelity Government Money Market Fund | — | — | — | $68K | 0.7% | |
| American Funds 2020 Target Date Retirement Fund | — | — | — | $65K | 0.6% | |
| American Funds 2065 Target Date Retirement Fund | — | — | — | $56K | 0.5% | |
| Allspring Special Mid Cap Value Fund | — | — | — | $36K | 0.4% | |
| Fidelity Advisor Stock Selector Large Cap Value Fund | — | — | — | $26K | 0.2% | |
| Invesco Core Bond Fund | — | — | — | $19K | 0.2% | |
| American Funds 2010 Target Date Retirement Fund | — | — | — | $10K | <0.1% | |
| Fidelity Advisor Strategic Income Fund | — | — | — | $2K | <0.1% |
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