Pilot Point Bancorp, Inc. 401(k) Plan
Sponsored by Pilot Point Bancorp, Inc. · EIN 752041458 · Plan #002
- Total assets
- $8.9M
- Net assets
- $8.9M
- Active participants
- 109
- With balances
- 137
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 |
|---|---|---|
| Commerce Street Investment Advisor, Llc CRD 144278 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Commerce Street Investment Advisors | Investment advisory (plan), Direct payment from the plan | $20,252 |
| Nwps | Recordkeeping, Participant communication, Direct payment from the plan | $12,984 |