Firstbank 401(k) Savings Plan & Trust
Sponsored by Fb Financial Corporation · EIN 621216058 · Plan #001
- Total assets
- $111M
- Net assets
- $111M
- Active participants
- 1,429
- With balances
- 1,833
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $155,154 |
| Cambridge Investment Research Advis | Investment advisory (plan), Direct payment from the plan | $37,628 |
| Access Retirement | Investment advisory (plan), Direct payment from the plan | $30,312 |
| Horne, Llp | Accounting, Account maintenance fees | $24,156 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |