Plan Snapshot
- Plan Sponsor: Qualstar Credit Union
- Sponsor EIN: 916035907
- Sponsor Address: 24000 35TH AVENUE SOUTHEAST SUITE 2, BOTHELL, WA, 98021
- Plan Type: 401(k)
- Total Participants: 106
- Total Assets: $15.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 106 | $15.7M | $263,380 | $601,878 |
| 2023 | 110 | $14.9M | $323,501 | $579,290 |
| 2022 | 178 | $12.9M | $320,023 | $588,884 |
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 |
|---|---|---|---|---|
| CLA (CLIFTON LARSON ALLEN LLP) | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLA (CLIFTON LARSON ALLEN LLP) — 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 | $41,135 | $20,600 | $910 | — | — |
| 2023 | $31,375 | $20,300 | $910 | — | — |
| 2022 | $57,507 | $46,742 | $9,447 | — | $910 |