AUMdb

The Farmers & Merchants Bank 401(k) Profit Sharing Plan

Sponsored by Farmers & Merchants Bank, Inc. · EIN 520309630 · Plan #002

Total assets
$11.1M
Net assets
$11.1M
Active participants
90
With balances
109

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Global Retirement Partners Llc Investment advisory (plan) $15,000
Empower Annuity Insurance Company O Recordkeeping fees $12,306
Empower Advisory Group, Llc Investment management $1,090