Timberland Bank Employee Stock Ownership & 401(k) Plan
Sponsored by Timberland Bank · EIN 205645878 · Plan #002
- Total assets
- $39.9M
- Net assets
- $39.9M
- Active participants
- 274
- With balances
- 411
Plan year beginning 10/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| The Baldwin Group Wealth Advisors, Llc CRD 312284 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Baldwin Group Wealth Advisors | Investment advisory (participants), Investment advisory (plan), Investment management | $31,315 |
| American Trust Retirement Services | Contract administrator, Recordkeeping, Trustee (institutional) | $29,731 |