Five Star Bank 401(k) Profit Sharing Plan And Trust
Sponsored by Five Star Bank · EIN 680440105 · Plan #001
- Total assets
- $20.3M
- Net assets
- $20.3M
- Active participants
- 210
- With balances
- 195
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 |
|---|---|---|
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
| The Vanguard Group, Inc. CRD 105958 | deterministic · 100% | 2024 |
| American Fundstars Financial Group Llc CRD 315860 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| T Rowe Price Rps, Inc | Recordkeeping, Trustee (institutional), Trustee (directed) | $2,983 |
| Vanguard Group | Investment management, Shareholder servicing fees | $0 |
| Pimco Funds | Investment management, Shareholder servicing fees | $0 |
| American Funds | Investment management, Shareholder servicing fees | $0 |
| Tiaa Cref | Investment management, Shareholder servicing fees | $0 |
| Fidelity | Investment management, Shareholder servicing fees | $0 |
| Schwabe, Williamson & Wyatt | Investment management, Shareholder servicing fees | $0 |
| All Spring Global | Investment management, Shareholder servicing fees | $0 |