AUMdb

Maries County Bancorp, Inc. 401(k) Profit Sharing Plan

Sponsored by Maries County Bancorp, Inc. · EIN 431322028 · Plan #003

Total assets
$10.6M
Net assets
$10.6M
Active participants
121
With balances
153

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
Forvis Mazars Wealth Advisors, Llc CRD 110905 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Forvis Mazars Wealth Advisors, Llc Investment advisory (plan), Direct payment from the plan $35,878
The Newport Group, Inc. Recordkeeping, Trustee (institutional), Direct payment from the plan $10,574
The Newport Trust Company Claims processing, Custodial (securities), Trustee (institutional) $3,872