AUMdb

Park Bank 401(k) Plan

Sponsored by Park Bank · EIN 391076859 · Plan #001

Total assets
$25.2M
Net assets
$25.2M
Active participants
151
With balances
204

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
Park Capital Management, Llc CRD 158965 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
Park Capital Management Llc Investment advisory (plan) $48,353
Empower Annuity Insurance Company Recordkeeping fees $23,982
Empower Advisory Group, Llc Investment management $8,905
Peak Retirement Group Contract administrator $3,248