AUMdb

Wtb Financial Corporation Pension Plan

Sponsored by Wtb Financial Corporation · EIN 911150490 · Plan #001 · Spokane, WA

Total assets
$76.4M
Net assets
$76.4M
Active participants
77
With balances
0

Plan year beginning 01/01/2024

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
Mercer Investment Llc Investment management fees (direct), Investment management fees (indirect) $158,003