AUMdb

First State Bank 401(k) Profit Sharing Plan

Sponsored by First State Bank · EIN 314344400 · Plan #002

Total assets
$11.9M
Net assets
$11.9M
Active participants
147
With balances
124

Plan year beginning 01/01/2024 · 401(k)

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
O'dell Capital Management Investment advisory (plan) $22,333
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $9,846