Mathias Savings Incentive Plan
Sponsored by Today's Bank · EIN 710707611 · Plan #001
- Total assets
- $4.7M
- Net assets
- $4.7M
- Active participants
- 97
- With balances
- 142
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Nationwide | Trustee (institutional), Named fiduciary, Participant communication | $6,875 |
| Pension Solutions, Inc. | Contract administrator, Recordkeeping, Consulting (pension) | $1,829 |
| Lpl Financial | Securities brokerage | $0 |