Sertoma Star Services 401(k) match, vesting and fees
What Sertoma Star Services' 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 | TIAA | Schedule C ↗ |
| Independent auditor | Dugan & Lopatka Cpa'S (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 456 defined-contribution plans in educational services with 500 to 999 participants.
| Sertoma Star Services: employer contribution per participant | $587 | |
| Peer median | $1,855 |
| Sertoma Star Services: average balance | $15,313 | |
| Peer median | $100,069 |
| Sertoma Star Services: admin expenses ÷ assets | 0.65% | |
| Peer median | 0.11% |
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 $4.2M at the end of plan year 2021 to $9.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 633 | $9.1M | $348K | $587 | 0.65% | Not published | Form 5500 ↗ |
| 2023 | 719 | $3.5M | $97K | $707 | <0.01% | Not published | Form 5500 ↗ |
| 2022 | 427 | $3.5M | $104K | $660 | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 177 | $4.2M | $120K | $724 | 0.02% | Not published | Form 5500 ↗ |
Common questions
Does Sertoma Star Services match 401(k) contributions?
The match terms for the Sertoma Star Services 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $348K in employer contributions, about $587 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Sertoma Star Services 401(k) match vested?
The vesting schedule for the Sertoma Star Services 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Sertoma Star Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is TIAA. The plan administrator is Sertoma Star Services.
I left Sertoma Star Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Sertoma Star Services, (708) 730-6212) or the recordkeeper, TIAA. The Sertoma Star Services old 401(k) page lists the contacts from every plan filing. Find an old Sertoma Star Services 401(k)
Data from the public Form 5500 annual reports Sertoma Star Services 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 Sertoma Star Services. Not financial advice. Report a correction · Methodology