How big is Star Group Wealth Management, LLC's plan?

Star Group Wealth Management, LLC's plan reported $1.6M in assets and 3 participants for 2024.

Original filing (PDF)20250521142632NAL0001991441001

Star Group Wealth Management, LLC

Name: Star Group Wealth Management, LLC — Star Group /, Form 5500 (2024)
Creator: Star Group Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Star Group / MILE 401(k) Plan

401(k) retirement plan · Star Group Wealth Management, LLC's Star Group / MILE 401(k) Plan held $1.6M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Leslea Stock-Lopez signed Star Group Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Leslea Stock-Lopez — 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

Star Group Wealth Management, LLC's EIN is 83-1596006.

EIN 83-1596006

Plan number 001

Plan year 2024

ACK ID 20250521142632NAL0001991441001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Star Group Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Star Group Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STAR GROUP WEALTH MANAGEMENT, LLC.

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Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

STAR GROUP WEALTH MANAGEMENT, LLC

EIN

all filings

Address

2825 WILCREST DRIVE · SUITE 654 · HOUSTON, TX · 77042

Phone

(713) 783-3400

Industry

Finance & Insurance

Plan administrator