First Bank Of The Lake Savings & Retirement Plan
Sponsored by First Bank Of The Lake · EIN 431397506 · Plan #001
- Total assets
- $9.9M
- Net assets
- $9.9M
- Active participants
- 257
- With balances
- 281
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial Corporation Rpcp | Investment advisory (plan) | $32,761 |
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $21,760 |