Plan Snapshot
- Plan Sponsor: Star One Credit Union
- Sponsor EIN: 946069237
- Sponsor Address: 1306 BORDEAUX DR., SUNNYVALE, CA, 94089
- Plan Type: DB
- Total Participants: 77
- Total Assets: $75.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 77 | $75.9M | $2.0M | $0 |
| 2023 | 83 | $72.5M | $2.8M | $0 |
| 2022 | 91 | $63.2M | $750,000 | $0 |
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 |
|---|---|---|---|---|
| TURNER WARREN HWANG & CONRAD AC | Auditor | — | — | $0 |
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 | $202,792 | — | $145,220 | — | — |
| 2023 | $179,055 | — | $126,686 | — | — |
| 2022 | $187,730 | — | $132,629 | — | — |