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Employers › Alabama

Employer · plans filed under one EIN

Starfish Holdings, Inc.

Huntsville, AL · Professional, scientific and technical services

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$819Mnet assets across plans
4,354participant records3,671 active
$57.5Memployer contributions, latest plan years$15,670 per active record
$278KSchedule C compensation to organisations$63.87 per participant record

Starfish Holdings, Inc., based in Huntsville, Alabama, sponsors 2 retirement plans with 100 or more participants: 2 defined contribution. Together they reported 4,354 participant records and $819M in net assets.

The largest is Starfish Holdings 401(k) Retirement Plan, a 401(k) plan with 2,379 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $57.5M and participant contributions $20.6M in the latest plan years; benefits paid were $106M. Schedule C compensation reported to service provider organisations totalled $278K.

Combined net assets moved from $129M in 2015 to $819M in 2024 (up 535%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Starfish Holdings 401(k) Retirement Plan401(k) plan20242,379$304M$127,690$3,624$278K
Starfish Holdings, Inc. Employee Stock Ownership Planemployee stock ownership plan20241,975$515M$260,947$28,259$0
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2015: $129M2016: $174M2017: $234M2018: $89.5M2019: $129M2020: $177M2021: $224M2022: $587M2023: $726M2024: $819M$129M$819M2015201620202024
Combined net assets
2015: 9442016: 1,2762017: 1,7742018: 1,1252019: 1,2772020: 1,4102021: 1,6192022: 3,2352023: 3,9912024: 4,3549444,3542015201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
202424,354$819M$57.5M$20.6M
202323,991$726M$26.9M$17.4M
202223,235$587M$27.8M$14.7M
202111,619$224M$4.2M$12.8M
202011,410$177M$3.8M$10.8M
201911,277$129M$3.3M$9.8M
201811,125$89.5M$6.2M$8.2M
201721,774$234M$10.4M$6.4M
201621,276$174M$7.6M$4.5M
20152944$129M$6.4M$3.9M

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Fidelity Investments InstitutionalParticipant loan processing1$101,930
Strategic Advisors, Inc.Investment advisory (plan)1$99,409
Fiduciary First LLCInvestment advisory (plan)1$60,010
BMSS Advisors & CPASAccounting (including auditing)1$16,760

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Fidelity Investments Institutional$102K
Strategic Advisors, Inc.$99K
Fiduciary First LLC$60K
BMSS Advisors & CPAS$17K

Questions and answers

How many retirement plans does Starfish Holdings, Inc. have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Starfish Holdings 401(k) Retirement Plan and Starfish Holdings, Inc. Employee Stock Ownership Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Starfish Holdings, Inc. contribute to its plans?

$57,524,363 in employer contributions across these plans in their latest plan years, about $15,670 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Fidelity Investments Institutional, Strategic Advisors, Inc., Fiduciary First LLC and BMSS Advisors & CPAS. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.