Encore Bank 401(k) Savings Plan
Sponsored by Encore Bank · EIN 621700716 · Plan #001
- Total assets
- $14.7M
- Net assets
- $14.7M
- Active participants
- 298
- With balances
- 270
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 |
|---|---|---|
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 96% | 2024 |
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James And Associates | Investment advisory (participants) | $69,492 |
| Voya Retirement Advisors, Llc | Investment advisory (participants) | $55,669 |
| Nova 401(k) Associates | Other services | $0 |