# Five Star Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/five-star-credit-union-401k-plan

> Five Star Credit Union's 401(k) plan: 235 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Five Star Credit Union

- **Sponsor EIN:** 580960142

- **Sponsor Address:** PO BOX 2028, DOTHAN, AL, 363022028

- **Plan Type:** 401(k)

- **Total Participants:** 235

- **Total Assets:** $13.3M

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|235|$13.3M|$1.1M|$1.0M|

| 2023|158|$8.9M|$499,535|$558,366|

| 2022|100|$7.5M|$431,364|$498,830|

## 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|

| WARREN AVERETT|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WARREN AVERETT](https://planprovider.pro/provider/warren-averett-llc) — 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|$53,396|$30,753|—|—|—|

| 2023|$1,292,863|—|$49,904|—|—|

| 2022|$496,268|—|$47,487|—|—|

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