Phelps County Bank Employee Stock Ownership Plan
Sponsored by Phelps County Bancshares, Inc. · EIN 431146028 · Plan #003
- Total assets
- $54.1M
- Net assets
- $48.5M
- Active participants
- 115
- With balances
- 125
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 |
|---|---|---|
| Ti Trust, Inc. | Trustee (institutional), Direct payment from the plan, Other fees | $50,416 |
| Forvis Mazars, Llp | Direct payment from the plan, Recordkeeping fees | $39,471 |