Star Financial Group 401(k) match, vesting and fees
What Star Financial Group'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 | T Rowe Price Rps Inc | Schedule C ↗ |
| Independent auditor | Baden, Gage & Schroeder, LLC (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 2025 medians for 208 defined-contribution plans in finance and insurance with 500 to 999 participants.
| Star Financial Group: employer contribution per participant | $1,841 | |
| Peer median | $3,090 |
| Star Financial Group: average balance | $105,714 | |
| Peer median | $119,169 |
| Star Financial Group: admin expenses ÷ assets | <0.01% | |
| Peer median | 0.10% |
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 $59.8M at the end of plan year 2021 to $66.1M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 643 | $66.1M | $1.2M | $1,841 | <0.01% | Not published | Form 5500 ↗ |
| 2024 | 631 | $58.8M | $1.1M | $1,852 | 0.03% | Not published | Form 5500 ↗ |
| 2023 | 646 | $53.8M | $1.1M | $1,813 | 0.03% | Not published | Form 5500 ↗ |
| 2022 | 645 | $44.9M | $981K | $1,568 | 0.03% | Not published | Form 5500 ↗ |
| 2021 | 615 | $59.8M | $372K | $623 | 0.03% | Not published | Form 5500 ↗ |
Other Star Financial Group plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Star Financial Group, Inc. 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.
| Recordkeeper | ESOP Partners LLC | Schedule C ↗ |
| Independent auditor | Baden Gage & Schroeder, LLC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Star Financial Group match 401(k) contributions?
The match terms for the Star Financial Group, Inc. 401(k) Savings Plan have not been published from its filing yet. The plan year 2025 filing reports $1.2M in employer contributions, about $1,841 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Star Financial Group 401(k) match vested?
The vesting schedule for the Star Financial Group, Inc. 401(k) Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Star Financial Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is T Rowe Price Rps Inc. The plan administrator is Star Financial Group, Inc..
I left Star Financial Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Star Financial Group, Inc., (260) 479-2622) or the recordkeeper, T Rowe Price Rps Inc. The Star Financial Group old 401(k) page lists the contacts from every plan filing. Find an old Star Financial Group 401(k)
Data from the public Form 5500 annual reports Star Financial Group filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Star Financial Group. Not financial advice. Report a correction · Methodology