Jim Sebra signed Star REIT Services, LLC's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Star REIT Services, LLC's EIN is 85-1372338.
Download the official 2022 Form 5500 (PDF) for Star REIT Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Star REIT Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENTS SOLUTIONS, | 13-3689044 | — | RECORDKEEPER | $123K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES LLC | 35-2552359 | — | INVESTMENT ADVISORY | $9K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Participant loans interest rates ranging from 4.25% to 8%; | Bonds / Notes | — | — | $237K | 96.2% | |
| BlackRock LifePath Index 2060 K N/R 689 BlackRock LifePath Index 2050 K N/R | Other securities | — | — | $5K | 1.9% | |
| BlackRock LifePath Index 2035 K N/R 464 BlackRock LifePath Index 2040 K N/R | Other securities | — | — | $2K | 0.9% | |
| BlackRock LifePath Index 2055 K N/R | Other securities | — | — | $2K | 0.6% | |
| BlackRock LifePath Index 2030 K N/R | Other securities | — | — | $1K | 0.4% | |
| RELIANCE METLIFE STABLE METLIFE · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| AMERICAN CENTURY SMALL CAP WILMINGTON · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES | 74-2794194 | — | BROKER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US LLP | 39-0859910 | — | AUDIT | $24K | — |
