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Original filing (PDF)20251015162126NAL0006747184001
FIRSTAR FINANCIAL CORP.
Form 5500
FILING_RECEIVED
FIRSTAR FINANCIAL CORP 401(K) PLAN
401(k) retirement plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
225
Accounts w/ balance
167
Plan assets (EOY)
$17.2M
Net assets (EOY)
$17.2M
How this plan invests
This plan
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
80
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
100
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIRSTAR FINANCIAL CORP..
Plan sponsor
Name
FIRSTAR FINANCIAL CORP.
EIN
73-1599721
Address
9696 E. 101ST ST · TULSA, OK · 74133
Phone
(918) 681-1650
Industry
Commercial Banking· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERISA ADVISERS, INC. | 46-4414880 | — | SERVICE PROVIDER | — | — |
Investments
36 direct securities· $16.9M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Voya Retirement Insurance and Annuity Company Vanguard 500 Index Fund-Admiral N/A | — | — | — | $2.1M | 12.2% | |
| Voya Retirement Insurance and Annuity Company Vanguard Trgt Retire 2035 Fund Inv N/A | — | — | — | $1.4M | 7.9% | |
| Voya Retirement Insurance and Annuity Company American Funds Growth Fund R6 N/A | — | — | — | $1.2M | 6.8% | |
| Voya Retirement Insurance and Annuity Company Guarenteed Interest Account N/A | — | — | — | $1.1M | 6.6% | |
| Voya Retirement Insurance and Annuity Company MFS Value Fund R6 N/A | — | — | — | $941K | 5.5% | |
| Voya Retirement Insurance and Annuity Company Vanguard Trgt Retire 2025 Fund Inv N/A | — | — | — | $708K | 4.1% | |
| Voya Retirement Insurance and Annuity Company Vanguard Tot Bd Mkt Ind Fund Admiral N/A | — | — | — | $694K | 4.0% | |
| Voya Retirement Insurance and Annuity Company Vanguard LifeStrategy Mod Growth Fund Inv N/A | — | — | — | $656K | 3.8% | |
| Voya Retirement Insurance and Annuity Company American Funds New Perspective R6 N/A | — | — | — | $625K | 3.6% | |
| Voya Retirement Insurance and Annuity Company Vanguard Trgt Retire 2045 Fund Inv N/A | — | — | — | $624K | 3.6% | |
| Voya Retirement Insurance and Annuity Company MFS Research Fund R6 N/A | — | — | — | $599K | 3.5% | |
| Voya Retirement Insurance and Annuity Company MFS Research International Fund R6 N/A | — | — | — | $514K | 3.0% | |
| Voya Retirement Insurance and Annuity Company Vanguard LifeStrateg Growth Fund Inv N/A | — | — | — | $494K | 2.9% | |
| Voya Retirement Insurance and Annuity Company Vanguard Small-Cap Index Fund Admiral N/A | — | — | — | $487K | 2.8% | |
| Voya Retirement Insurance and Annuity Company Vanguard Trgt Retire 2040 Fund Inv N/A | — | — | — | $462K | 2.7% | |
| Voya Retirement Insurance and Annuity Company Vanguard Mid-Cap Index Fund Admiral N/A | — | — | — | $458K | 2.7% | |
| 2029; secured by participant accounts -0- | — | — | — | $434K | 2.5% | |
| Voya Retirement Insurance and Annuity Company Vanguard Trgt Retire 2055 Fund Inv N/A | — | — | — | $394K | 2.3% | |
| Voya Retirement Insurance and Annuity Company American Beacon Stpns Mid-Cap Growth Fund Inst N/A | — | — | — | $362K | 2.1% | |
| Voya Retirement Insurance and Annuity Company Voya Intermediate Bond Fund R6 N/A | — | — | — | $283K | 1.6% | |
| Voya Retirement Insurance and Annuity Company Vanguard LifeStrategy Cnsrv Grw Fd Inv N/A | — | — | — | $263K | 1.5% | |
| Voya Retirement Insurance and Annuity Company Victory Sycamore Established Value Fund R6 N/A | — | — | — | $254K | 1.5% | |
| Voya Retirement Insurance and Annuity Company Vanguard Trgt Retire 2030 Fund Inv N/A | — | — | — | $236K | 1.4% | |
| Voya Retirement Insurance and Annuity Company Vanguard Trgt Retire 2060 Fund Inv N/A | — | — | — | $220K | 1.3% | |
| Voya Retirement Insurance and Annuity Company Invesco Equity & Inc Fd R6 N/A | — | — | — | $208K | 1.2% | |
| Voya Retirement Insurance and Annuity Company Vanguard LifeStrategy Income Fund Inv N/A | — | — | — | $174K | 1.0% | |
| Voya Retirement Insurance and Annuity Company PIMCO High Yield Fund Inst N/A | — | — | — | $172K | 1.0% | |
| Voya Retirement Insurance and Annuity Company Vanguard Trgt Retire 2050 Fund Inv N/A | — | — | — | $168K | 1.0% | |
| Voya Retirement Insurance and Annuity Company American Beacon Small Cap Value Fund Inst N/A | — | — | — | $123K | 0.7% | |
| Voya Retirement Insurance and Annuity Company Vanguard Trgt Retire 2065 Fund Inv N/A | — | — | — | $122K | 0.7% | |
| Voya Retirement Insurance and Annuity Company PIMCO Real Return Fund Inst N/A | — | — | — | $111K | 0.6% | |
| Voya Retirement Insurance and Annuity Company ClrBrg SmCp Grw Fund IS N/A | — | — | — | $110K | 0.6% | |
| Voya Retirement Insurance and Annuity Company Vanguard Trgt Retire Income Fund Inv N/A | — | — | — | $92K | 0.5% | |
| Voya Retirement Insurance and Annuity Company Inv Opp Intl Growth Fund R6 N/A | — | — | — | $90K | 0.5% | |
| Voya Retirement Insurance and Annuity Company Vanguard Trgt Retire 2020 Fund Inv N/A | — | — | — | $41K | 0.2% | |
| Voya Retirement Insurance and Annuity Company Voya Gov Money Mkt Fund A N/A | — | — | — | $2K | <0.1% |
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