AUMdb

First Western Bank & Trust 401(k)

Sponsored by First Western Bank & Trust · EIN 450279825 · Plan #002

Total assets
$43.7M
Net assets
$43.7M
Active participants
308
With balances
455

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 Retirement Plan Services Recordkeeping, Participant loan processing, Recordkeeping fees $46,593