Plan Snapshot
- Plan Sponsor: Firstar Financial Corp.
- Sponsor EIN: 731599721
- Sponsor Address: 9696 E. 101ST ST, TULSA, OK, 74133
- Plan Type: 401(k)
- Total Participants: 225
- Total Assets: $17.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 225 | $17.2M | $632,463 | $910,103 |
| 2023 | 205 | $18.9M | $569,634 | $813,806 |
| 2022 | 143 | $15.8M | $544,896 | $738,664 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| LANDMARK PLC, CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LANDMARK PLC, CPAS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $13,037 | — | $13,037 | — | — |
| 2023 | $11,697 | $3,397 | $3,400 | — | — |
| 2022 | $9,287 | — | — | — | $9,287 |