Territorial Savings Bank Amended And Restated Esop
Sponsored by Bank Of Hope · EIN 953972168 · Plan #012
- Total assets
- $9.1M
- Net assets
- $6.5M
- Active participants
- 212
- With balances
- 291
Plan year beginning 01/01/2024 · Stock bonus
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Greatbanc Trust Company | $25,880 | |
| Ambrose Esop Advisors, Llc | Recordkeeping | $16,525 |
| Lpl Financial | Investment advisory (plan) | $11,250 |