First National Bank Of Waterloo Profit Sharing And Savings Plan
Sponsored by First National Bank Of Waterloo · EIN 370573575 · Plan #001
- Total assets
- $15.9M
- Net assets
- $15.9M
- Active participants
- 191
- With balances
- 204
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 |
|---|---|---|
| Moneta Group Investment Advisors, Llc CRD 104727 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Moneta Group Investment Advisors | Investment advisory (plan) | $31,571 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $159 |