AUMdb

Sb Financial Group Employee Stock Ownership Plan

Sponsored by Sb Financial Group · EIN 341395608 · Plan #002

Total assets
$6.4M
Net assets
$6.4M
Active participants
252
With balances
315

Plan year beginning 01/01/2024 · Profit-sharing

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
State Bank And Trust Company Trustee (discretionary), Investment advisory (plan), Direct payment from the plan $13,571