Five Points Bank 401(k) Plan
Sponsored by Five Points Bank · EIN 470803224 · Plan #001
- Total assets
- $34.4M
- Net assets
- $34.4M
- Active participants
- 228
- With balances
- 227
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning Llc | Investment advisory (plan) | $49,934 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $35,635 |
| Qdro Consultants Co Llc | Other fees | $300 |