Needham Bank Defined Benefit Plan
Sponsored by Needham Bank · EIN 843556185 · Plan #004
- Total assets
- $4.1M
- Net assets
- $4.1M
- Active participants
- 13
- With balances
- 0
Plan year beginning 01/01/2024
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 |
|---|---|---|
| Charles Schwab Trust Bank | Trustee (institutional), Trustee (directed), Direct payment from the plan | $141,164 |