First State Bank Of St. Charles Employee Stock Ownership Plan
Sponsored by First State Bank Of St. Charles · EIN 430492450 · Plan #001
- Total assets
- $10.6M
- Net assets
- $10.6M
- Active participants
- 172
- With balances
- 196
Plan year beginning 01/01/2024 · Stock bonus
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transition Finance Strategies | Recordkeeping fees | $17,777 |
| Southard Financial, Llc | Valuation | $5,200 |