Exchange Bank Savings And Profit Sharing Plan
Sponsored by Exchange Bank · EIN 940463800 · Plan #002 · Santa Rosa, CA
- Total assets
- $108M
- Net assets
- $107M
- Active participants
- 354
- With balances
- 662
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 |
|---|---|---|
| Epic Advisors | Recordkeeping, Participant loan processing | $0 |