Concordia Bank & Trust Company 401(k) Plan
Sponsored by Concordia Bank & Trust · EIN 720158690 · Plan #002
- Total assets
- $8.8M
- Net assets
- $8.8M
- Active participants
- 121
- With balances
- 114
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 |
|---|---|---|
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $100 |
| Lpl Financial Llc | Other commissions | $0 |