Cbai 401(k) Multiple Employer Plan Adopted By Western Illinois Bancshares, Inc.
Sponsored by Western Illinois Bancshares, Inc. · EIN 202900703 · Plan #001
- Total assets
- $17.2M
- Net assets
- $17.2M
- Active participants
- 144
- With balances
- 152
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Midwestern Securities Trading Company, Llc CRD 101080 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Midwestern Securities Trading Co | Investment advisory (plan) | $14,476 |
| Pentegra Services Inc. | Contract administrator | $13,123 |
| Empower Annuity Insurance Company | Recordkeeping fees | $11,809 |
| Planchec(k) Cpas Llc | Accounting | $8,500 |
| Community Bankers Association Of Il | Investment advisory (plan) | $7,238 |