L.S. Starrett 401(k) match, vesting and fees
What L.S. Starrett's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Benefit Plans Administrative Servic | Schedule C ↗ |
| Independent auditor | Caron & Bletzer, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 1,612 defined-contribution plans in manufacturing with 500 to 999 participants.
| L.S. Starrett: employer contribution per participant | $1,670 | |
| Peer median | $2,038 |
| L.S. Starrett: average balance | $38,898 | |
| Peer median | $72,907 |
| L.S. Starrett: admin expenses ÷ assets | 0.69% | |
| Peer median | 0.20% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $24.4M at the end of plan year 2021 to $29M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 749 | $29M | $1.2M | $1,670 | 0.69% | Not published | Form 5500 ↗ |
| 2023 | 631 | $24.6M | $1.1M | $1,819 | 0.71% | Not published | Form 5500 ↗ |
| 2022 | 616 | $20.4M | $1M | $1,845 | 0.61% | Not published | Form 5500 ↗ |
| 2021 | 657 | $24.4M | $1M | $1,764 | 0.39% | Not published | Form 5500 ↗ |
Other L.S. Starrett plans (3)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
The L.S. Starrett Company Employee Stock Ownership Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Caron & Bletzer, PLLC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
The L.S. Starrett Company 2013 Employee Stock Ownership Plan and Trust
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Caron & Bletzer, PLLC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
The Retirement Plan for Employees of the L.S. Starrett Company
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Benefit Plan Admin Services | Schedule C ↗ |
| Independent auditor | Caron & Bletzer PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does L.S. Starrett match 401(k) contributions?
The match terms for the The L.S. Starrett Company 401(k) Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $1.2M in employer contributions, about $1,670 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the L.S. Starrett 401(k) match vested?
The vesting schedule for the The L.S. Starrett Company 401(k) Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the L.S. Starrett 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Benefit Plans Administrative Servic. The plan administrator is The L.S. Starrett Company.
I left L.S. Starrett. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The L.S. Starrett Company, (978) 249-3551) or the recordkeeper, Benefit Plans Administrative Servic. The L.S. Starrett old 401(k) page lists the contacts from every plan filing. Find an old L.S. Starrett 401(k)
Data from the public Form 5500 annual reports L.S. Starrett filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with L.S. Starrett. Not financial advice. Report a correction · Methodology