Community State Bank 401(k) Plan
Sponsored by Community State Bank · EIN 231354306 · Plan #002
- Total assets
- $5.5M
- Net assets
- $5.5M
- Active participants
- 90
- With balances
- 103
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 |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benefit Plans Admin Services | Recordkeeping, Custodial (securities), Participant loan processing | $27,651 |
| Cambridge Investment Research, Inc. | Investment advisory (plan) | $13,430 |