Plan Ledger DOL Form 5500 · updated monthly

Astar Capital Management, Inc.401(k)

ASTAR CAPITAL MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN · WEST ALLIS, WI · plan year 2024

Reported admin expense ratio · 2024
0.42%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Astar Capital Management, Inc. reported $37,335 in plan administrative expenses for 2024: 0.42% of average plan assets, below the peer median. Employer contributions averaged $2,174 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.42%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Wisconsin (1,320th of 1,936), and 4,057th of 4,798 in finance & insurance. In 2024, employees put in $2.31 for every $1.00 the employer contributed; active participation has shrunk from 86 to 69 since 2022.

Plan summary
Net assets, end of year$9,268,881
Participants with balances88
Active participants69
Employer contributions$150,023
Employee contributions$346,873
Employer contribution per active participant$2,174
Average account balance$105,328
Benefits paid to participants$1,013,814
Plan auditUnmodified (clean) audit opinion
AuditorMK GROUP CPAS & CONSULTANTS LLC
Plan history3
Yearassets · accounts · employer contribution
2024$9.3M · 88 accts · $150K emplr
2023$8.7M · 111 accts · $166K emplr
2022$8.0M · 126 accts · $159K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,661
Trustee / custodial$31,674
Total administrative$37,335
The Astar Capital Management, Inc. 401(k) match · 2024
Employer contribution per active participant$2,174
Median for plans this size$1,313
2024$2,174 per active participant
2023$1,889 per active participant
2022$1,850 per active participant

Astar Capital Management, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
FIRST BUSINESS TRUST & INVESTMENTS · Trustee$37,335

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$37,335 · 0.42%
2023$9,456 · 0.11%
2022$43,201 · 0.44%
Similar plansFinance & Insurance · Wisconsin
Fortifi Bank WI$11.9M · 0.22%
Premier Community Bank WI$11.3M · 0.75%
The McClone Agency, Inc. WI$11.2M · 0.55%
Simplicity Credit Union WI$10.1M · 0.36%
Go Mortgage, LLC WI$9.0M · 0.41%
Unity Bank WI$8.3M · 0.41%
Kohler Credit Union WI$8.1M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 753042907 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.