TINA Bunge signed Oakstar Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Oakstar Bank's EIN is 20-3405719.
Download the official 2024 Form 5500 (PDF) for Oakstar Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Oakstar Bank's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $97K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | OTHERS | $20 | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | OTHERS | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $20.7M | 71.3% | |
| [Assets held in common collective trust] | Other | — | — | $4.5M | 15.7% | |
| PUTNAM LARGE CAP GROWTH CLASS R GREAT GRAY · EIN 86-1876640 / PN 001 | Common Collective Trust | — | — | $1.8M | 6.4% | |
| GREAT GRAY BLENDED RESRCH CORE EQTY GREAT GRAY · EIN 99-3500679 / PN 001 | Common Collective Trust | — | — | $1.6M | 5.7% | |
| ALTA FEDERATED MDT SMALL CAP CORE ALTA TRUST · EIN 99-2666297 / PN 001 | Common Collective Trust | — | — | $693K | 2.4% | |
| [Assets held in participant loans] | Other | — | — | $638K | 2.2% | |
| PUTNAM SMALL CAP GROWTH CL R GREAT GRAY · EIN 86-1846156 / PN 677 | Common Collective Trust | — | — | $367K | 1.3% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEAFHOUSE FINANCIAL ADVISORS, LLC | — | AUSTIN, TX | INVESTMENT ADVISOR | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | — | SAN DIEGO, CA | BROKER/ADVISER | $0 | — |
