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Original filing (PDF)20251014103206NAL0001225731001
STAR MANUFACTURING, LLC
Form 5500
FILING_RECEIVED
STAR MANUFACTURING, LLC PROFIT SHARING/ 401(K) PLAN AND TRUST
401(k) retirement plan
Signals · 1
32% in single holding
Active participants
145
Accounts w/ balance
193
Plan assets (EOY)
$13.2M
Net assets (EOY)
$13.2M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
84
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "SAGIC" is 32% of plan.
- 50 bps in Schedule C fees — 73% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STAR MANUFACTURING, LLC.
Plan sponsor
Name
STAR MANUFACTURING, LLC
EIN
81-3689382
Address
1775 LOGAN AVENUE · YOUNGSTOWN, OH · 445010599
Phone
(330) 740-8513
Industry
Manufacturingsee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SCHROEDEL,SCULLIN,&BESTIC LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $57K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI SECURITIES INC | — | GLASTONBURY, CT | INVESTMENT ADVISOR | $8K | — |
| EVESTMENT RETIREMENT SOLUTIONS | — | DENVER, CO | INVESTMENT ADVISOR | $668 | — |
Investments
27 direct securities· $13.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SAGIC | — | — | — | $4.2M | 31.5% | |
| Fidelity 500 Index | — | — | — | $1.3M | 10.0% | |
| Janus Henderson Enterprise N | — | — | — | $683K | 5.2% | |
| JPMorgan SmartRetirement Blend 2030 R6 | — | — | — | $649K | 4.9% | |
| Columbia Dividend Income Instl 3 | — | — | — | $637K | 4.8% | |
| T. Rowe Price Growth Stock I | — | — | — | $581K | 4.4% | |
| JPMorgan SmartRetirement Blend 2040 R6 | — | — | — | $568K | 4.3% | |
| Participant Loans Interest Rate 4.25% - 9.50% | — | — | — | $513K | 3.9% | |
| JPMorgan SmartRetirement Blend 2035 R6 | — | — | — | $490K | 3.7% | |
| William Blair Small Cap Growth R6 | — | — | — | $412K | 3.1% | |
| PGIM Total Return Bond R6 | — | — | — | $389K | 2.9% | |
| JPMorgan SmartRetirement Blend 2025 R6 | — | — | — | $383K | 2.9% | |
| JPMorgan SmartRetirement Blend 2050 R6 | — | — | — | $341K | 2.6% | |
| JPMorgan SmartRetirement Blend 2055 R6 | — | — | — | $274K | 2.1% | |
| Fidelity Small Cap Index | — | — | — | $266K | 2.0% | |
| JPMorgan SmartRetirement Blend 2045 R6 | — | — | — | $258K | 2.0% | |
| MassMutual Overseas I | — | — | — | $239K | 1.8% | |
| JPMorgan SmartRetirement Blend 2060 R6 | — | — | — | $181K | 1.4% | |
| JPMorgan SmartRetirement Blend 2020 R6 | — | — | — | $179K | 1.4% | |
| Fidelity Mid Cap Index | — | — | — | $176K | 1.3% | |
| JPMorgan Small Cap Value R6 | — | — | — | $135K | 1.0% | |
| American Century Emerging Markets R6 | — | — | — | $132K | 1.0% | |
| Blackrock High Yield Bond Instl | — | — | — | $98K | 0.7% | |
| JPMorgan SmartRetirement Blend Inc R6 | — | — | — | $75K | 0.6% | |
| MassMutual US Government Mny Mkt Fd 73 PIMCO Int Bind (USD-Hedged) Inst | — | — | — | $36K | 0.3% | |
| American Century Mid Cap Value R6 | — | — | — | $25K | 0.2% | |
| Fidelity Global ex US Index | — | — | — | $4K | <0.1% |