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Sponsor portfolio

STAR WEALTH MANAGEMENT CORPORATION

EIN 20-0368138-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
6
30400 TELEGRAPH RD SUITE 115 - BINGHAM FARMS, MI 48025248-723-4321
Plans on this EIN
2 filings
#001401k-$2.3M - 3 part#002CashBalance-$501K - 3 part

Retirement portfolio analytics

2 plans aggregated / $2.8M assets / 6 participants

Assets by plan

Share of aggregate retirement assets

82%top
  • PROFIT SHARING PLAN (#001)82%
  • CASH BALANCE PLAN (#002)18%
Total $2.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)3
  • CASH BALANCE PLAN (#002)3
Total 6Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

STAR WEALTH 401(K) PROFIT SHARING PLAN

401k

Assets$2.3M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

STAR WEALTH CASH BALANCE PLAN

CashBalance

Assets$501K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001STAR WEALTH 401(K) PROFIT SHARING PLAN401k$2.3M32025
002STAR WEALTH CASH BALANCE PLANCashBalance$501K32025
Retirement plans
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