The Oakstar Bank 401(k) Plan
Sponsored by Oakstar Bank · EIN 203405719 · Plan #001
- Total assets
- $29.0M
- Net assets
- $29.0M
- Active participants
- 333
- With balances
- 379
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $97,228 |
| Leafhouse Financial Advisors, Llc | Investment advisory (plan) | $12,467 |
| Empower Financial Services, Inc. | Other investment fees and expenses | $20 |
| Lpl Financial Llc | Other commissions | $0 |
| Empower Financial Services, Inc. | Shareholder servicing fees | $0 |