# Oakstar Bank 401(k) Plan
Source: https://planprovider.pro/companies/oakstar-bank-401k-plan

> Oakstar Bank's 401(k) plan: 333 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Oakstar Bank

- **Sponsor EIN:** 203405719

- **Sponsor Address:** 1020 E BATTLEFIELD, SPRINGFIELD, MO, 65807

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

- **Total Participants:** 333

- **Total Assets:** $29.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|333|$29.0M|$1.1M|$2.2M|

| 2023|384|$25.4M|$1.1M|$2.3M|

| 2022|381|$21.3M|$1.0M|$2.0M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$97,228|—|$97,228|

| LPL FINANCIAL LLC|BROKER/ADVISER|—|$58,621|$58,621|

| LEAFHOUSE FINANCIAL ADVISORS, LLC|INVESTMENT ADVISOR|$12,467|—|$12,467|

| ELLIOTT, ROBINSON & COMPANY, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [LPL FINANCIAL LLC](https://planprovider.pro/provider/lpl-financial-llc) — BROKER/ADVISER

- [ELLIOTT, ROBINSON & COMPANY, LLP](https://planprovider.pro/provider/elliott-robinson-and-company-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $168,316

- **Estimated Expense Ratio:** 0.580% of plan assets

### 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|$109,715|$12,467|—|—|—|

| 2023|$101,753|$10,811|—|—|—|

| 2022|$95,794|—|$95,794|—|—|

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