The Taylor Bank 401(k) Plan
Sponsored by Calvin B. Taylor Banking Company · EIN 520505410 · Plan #002
- Total assets
- $12.2M
- Net assets
- $12.2M
- Active participants
- 113
- With balances
- 131
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 |
|---|---|---|
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $24,495 |
| Cetera Investment Advisers Llc | Recordkeeping, Consulting (pension), Direct payment from the plan | $11,989 |
| James A. Reichert | Recordkeeping, Consulting (pension), Direct payment from the plan | $8,065 |
| Adp Broker Dealer | Other services, Other fees, Sub-transfer agency fees | $0 |