Sooner Southwest Bankshares, Inc. 401(k) Profit Sharing Plan
Sponsored by Sooner Southwest Bankshares, Inc. · EIN 731492372 · Plan #002
- Total assets
- $11.9M
- Net assets
- $11.9M
- Active participants
- 109
- With balances
- 104
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 |
|---|---|---|
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Advisors, Llc | Investment advisory (participants) | $10,177 |
| Erisa Services Midwest, Llc | Other services | $0 |
| Voya Retirement Ins & Ann Co | Investment advisory (plan) | $0 |
| Morningstar | Investment advisory (plan) | $0 |