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Original filing (PDF)20251010190929NAL0004870867001
QUALSTAR CREDIT UNION
Form 5500
FILING_RECEIVED
QUALSTAR CREDIT UNION DEFINED BENEFIT PLAN
Defined-benefit pension plan
Active participants
79
Accounts w/ balance
—
Plan assets (EOY)
$34.9M
Net assets (EOY)
$34.9M
How this plan invests
This plan
11 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
75
Participation health
100
Knocking points off
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Below-peer total fees (17 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for QUALSTAR CREDIT UNION.
Plan sponsor
Name
QUALSTAR CREDIT UNION
EIN
91-6035907
Address
PO BOX 3050 · BOTHELL, WA · 98041
Phone
(425) 643-3400
Industry
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
2025-10-10
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER RETIREMENT | 47-2534181 | — | NONE | $58K | — |
Investments
10 direct securities· $31.2M(89% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Institutional Prem | — | — | $4.8M | $5.7M | 16.2% | |
| Vanguard High Dividend Yield Index Fund Admiral | — | — | $2.6M | $3.7M | 10.5% | |
| Vanguard Mid Cap Index Admiral | — | — | $2.6M | $3.6M | 10.4% | |
| Cohen & Steers Instl Realty Shares | — | — | $3.3M | $3.5M | 10.1% | |
| PIMCO Income Instl | — | — | $3.6M | $3.3M | 9.5% | |
| Fidelity Overseas | — | — | $2.9M | $3.3M | 9.4% | |
| PGIM Total Return Bond Z | — | — | $3.8M | $3.3M | 9.4% | |
| Vanguard Short-Term Investment Grade Admiral | — | — | $3.1M | $3.0M | 8.6% | |
| Invesco International Small-Mid Company Fund R6 | — | — | $2.1M | $1.5M | 4.4% | |
| Vanguard Federal Money Market Investor | — | — | $330K | $330K | 0.9% |
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