First Southern Bancorp Inc 401 K Plan
Sponsored by First Southern Bancorp Inc · EIN 611129777 · Plan #001
- Total assets
- $43.1M
- Net assets
- $43.1M
- Active participants
- 240
- With balances
- 285
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 |
|---|---|---|
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Advisors, Llc | Investment advisory (participants) | $2,587 |
| Retirement Management Services, Llc | Other services | $1,950 |
| Voya Retirement Insurance & Annuity | Investment advisory (participants), Recordkeeping fees | $1,300 |
| Morningstar | Investment advisory (participants), Investment advisory (plan) | $1,015 |