Five Star Credit Union 401(k) Retirement Savings Plan
Sponsored by Five Star Credit Union · EIN 580960142 · Plan #002 · Dothan, AL
- Total assets
- $13.3M
- Net assets
- $13.3M
- Active participants
- 235
- With balances
- 230
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 |
|---|---|---|
| Gallagher Fiduciary Advisors, Llc CRD 146509 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Gallagher Fiduciary Advisors Llc | Investment advisory (plan) | $29,281 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $22,643 |