Paramount Bank 401(k) Plan
Sponsored by Paramount Bank · EIN 810647272 · Plan #001
- Total assets
- $7.2M
- Net assets
- $7.2M
- Active participants
- 51
- With balances
- 88
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 |
|---|---|---|
| Visionary Wealth Advisors, Llc CRD 169610 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Epic Retirement Plan Services | Recordkeeping, Participant loan processing, Participant communication | $26,144 |
| Visionary Wealth Advisors, Llc | Investment advisory (plan) | $20,881 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |