Flanagan State Bank Profit Sharing Plan & Trust
Sponsored by Flanagan State Bank · EIN 370276830 · Plan #002
- Total assets
- $14.7M
- Net assets
- $14.7M
- Active participants
- 118
- With balances
- 156
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 |
|---|---|---|
| North Star Investment Management Corporation CRD 117681 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| North Star Investment Management | Investment management, Investment management fees (direct) | $28,807 |
| Employee Fiduciary, Llc | Recordkeeping, Recordkeeping fees | $18,904 |