AUMdb

City Bank 401(k) Plan

Sponsored by South Plains Financial, Inc. · EIN 752453320 · Plan #002

Total assets
$50.2M
Net assets
$50.2M
Active participants
584
With balances
619

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
Atlasmark Consulting (general), Investment advisory (participants), Investment advisory (plan) $180,044
Employee Incentive Plans, Inc. Claims processing, Contract administrator, Recordkeeping $52,858
Fidelity Brokerage Services Llc Claims processing, Custodial (securities), Other services $37,603
Carr, Riggs & Ingram, Llc Accounting, Consulting fees $18,000