Qualstar Credit Union 401(k) Profit Sharing Plan
Sponsored by Qualstar Credit Union · EIN 916035907 · Plan #002
- Total assets
- $15.7M
- Net assets
- $15.7M
- Active participants
- 106
- With balances
- 157
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Usi Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Usi Advisors Inc | Investment advisory (plan) | $20,600 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $19,625 |
| Fiduciary Outsourcing Llc | Contract administrator | $910 |