Original filing (PDF)20251014083807NAL0003387488001

STAR SERVICE OF BATON ROUGE

Name: STAR SERVICE OF BATON ROUGE — STAR SERVICE OF BATON ROUGE 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: STAR SERVICE OF BATON ROUGE

Form 5500

FILING_RECEIVED

STAR SERVICE OF BATON ROUGE 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Signals · 1

7 service providers

Active participants

180

Accounts w/ balance

180

Plan assets (EOY)

$10.6M

Net assets (EOY)

$10.6M

How this plan invests

This plan

72 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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STAR SERVICE OF BATON ROUGE.

Plan sponsor

Name

STAR SERVICE OF BATON ROUGE

EIN

72-0966925

Address

527 NORTH ACADIAN THRUWAY · BATON ROUGE, LA · 70806

Phone

(225) 383-0306

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

7 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NATIONWIDE	—	COLUMBUS, OH	RECORDKEEPER	$34K	—
ERISA SMART	45-5529798	VENTURA, CA	RECORDKEEPER	$8K	—
NATIONWIDE	—	COLUMBUS, OH	RECORDKEEPER	$2K	—
NATIONWIDE RETIREMENT PLANS	—	—	RECORDKEEPER

Investments

72 direct securities· $17.1M(100% of reported assets)

Other securities

$15.4M

68 holdings

Mutual Funds

$1.6M

2 holdings

Common Stock

$142K

1 holding

Cash / Money Market

$9K

1 holding

					% of plan
Vanguard 500 Index Fund Admiral 373,002.8571 shares	Other securities	—	$373K	$1.3M	12.2%
AllianceBernstein Large-Cap Growth Fund - Class I 310,064.7989 shares	Mutual Funds	—	$310K	$1.3M	11.9%
American Century Retirement Trends 2025 - Class I 647,600.9125 shares	Other securities	—	$648K	$859K	8.1%
AMCENT RTRMNTRDNS2025 I MUTUAL FUNDS	Other securities	—	—	$859K	8.1%
PGIM Total Return Bond Fund - Class R6 524.859.9431 shares	Other securities	—	—	$568K	5.3%
PGIM TTL RTN BD R6 MUTUAL FUNDS	Other securities	—	—	$568K	5.3%
Vanguard Mid-Cap Value Index Fund Admiral 223,224.5409 shares	Other securities	—	$223K	$556K	5.2%
T. Rowe Price Blue Chip Growth Fund 154,957.7427 shares	Other securities	—	$155K	$539K	5.1%
MFS International Diversification Fund - Class R6 505.810.9608 shares	Other securities	—	—	$503K	4.7%
MFS INTL DIVRS R6 MUTUAL FUNDS	Other securities	—	—	$503K	4.7%
AMCENT RTRMNTRDNS2040 I MUTUAL FUNDS	Other securities	—	—	$499K	4.7%
American Century Retirement Trends 2040 - Class I 346,340.8953 shares	Other securities	—	$346K	$499K	4.7%
DFA WLDEXUSGOVTFXDINC INST MUTUAL FUNDS	Other securities	—	—	$446K	4.2%
DFA World ex U.S. Government Fixed Income Portfolio 463,576.4638 shares	Other securities	—	$464K	$446K	4.2%
VNGRD DEVL MKT INDX ADML MUTUAL FUNDS	Other securities	—	—	$403K	3.8%
Vanguard Developed Markets Index Fund Admiral 252,391.9207 shares	Other securities	—	$252K	$403K	3.8%
AMCENT RTRMNTRDNS2030 I MUTUAL FUNDS	Other securities	—	—	$401K	3.8%
American Century Retirement Trends 2030 - Class I 295,338.5747 shares	Other securities	—	$295K	$401K	3.8%
Vanguard Small-Cap Index Fund Admiral 128,625.1099 shares	Other securities	—	$129K	$325K	3.1%
VNGRD SM CAP INDX FD AS MUTUAL FUNDS	Other securities	—	—	$325K	3.1%
PIONR SEL MDCAP GR Y MUTUAL FUNDS	Other securities	—	—	$318K	3.0%
s (continued) Pioneer Select Mid-Cap Growth Y 46,833.1217 shares	Mutual Funds	—	$47K	$318K	3.0%
Fixed contract * Nationwide Fixed Select Contract**	Other securities	—	—	$258K	2.4%
NW LOOMIS COR BD R6 MUTUAL FUNDS	Other securities	—	—	$255K	2.4%
Nationwide Loomis Core Bond Fund - Class R6 245.914.1066 shares	Other securities	—	—	$255K	2.4%
Self-directed brokerage account * Nationwide Self-directed brokerage account	Other securities	—	—	$239K	2.3%
DFA REALEST SEC MUTUAL FUNDS	Other securities	—	—	$231K	2.2%
DFA Real Estate Securities Portfolio 89,786.0654 shares	Other securities	—	$90K	$231K	2.2%
AMCENT RTRMNTRDNS2050 I MUTUAL FUNDS	Other securities	—	—	$224K	2.1%
American Century Retirement Trends 2050 - Class I 146,308.1030 shares	Other securities	—	$146K	$224K	2.1%
American Funds New World Fund - Class R6 95,398.3627 shares	Other securities	—	$95K	$224K	2.1%
AMFDS NEW WLD R6 MUTUAL FUNDS	Other securities	—	—	$224K	2.1%
American Century Retirement Trends 2045 - Class I 130,244.0489 shares	Other securities	—	$130K	$193K	1.8%
AMCENT RTRMNTRDNS2045 I MUTUAL FUNDS	Other securities	—	—	$193K	1.8%
American Century Retirement Trends 2035 - Class I 126,415.4617 shares	Other securities	—	$126K	$177K	1.7%
AMCENT RTRMNTRDNS2035 I MUTUAL FUNDS	Other securities	—	—	$177K	1.7%
American Century Retirement Trends - Class I 109,427.0400 shares	Other securities	—	$109K	$143K	1.3%
AMCENT RTRMNTRDNSRTRMNT I MUTUAL FUNDS	Other securities	—	—	$143K	1.3%
Pioneer Equity Income Fund Y 47,053.7735 shares	Other securities	—	$47K	$142K	1.3%
PIONR EQ INC Y MUTUAL FUNDS	Common Stock	—	—	$142K	1.3%
PGIM High Yield Fund- Class R6 11.474.1719 shares	Other securities	—	—	$136K	1.3%
PGIM HI YLD R6 MUTUAL FUNDS	Other securities	—	—	$136K	1.3%
VIC SYC ESTBLSHD VAL I MUTUAL FUNDS	Other securities	—	—	$123K	1.2%
Victory Sycamore Established Value Fund - Class I 48,619.9801 shares	Other securities	—	$49K	$123K	1.2%
DFA Inflation-Protected Securities Portfolio 107,677.4275 shares	Other securities	—	$108K	$118K	1.1%
DFA INFL PRTCT SEC INST MUTUAL FUNDS	Other securities	—	—	$118K	1.1%
FNKLN SMCAP VAL ADV MUTUAL FUNDS	Other securities	—	—	$45K	0.4%
Franklin Small Cap Value Fund Advisor Class 20,204.5875 shares	Other securities	—	$20K	$45K	0.4%
VNGRD ST BD INDX ADML MUTUAL FUNDS	Other securities	—	—	$27K	0.3%
Vanguard St Bd Indx Admil 24,144.4446 shares	Other securities	—	$24K	$27K	0.3%