The Conway National Bank Profit Sharing And Savings Plan
Sponsored by The Conway National Bank · EIN 570146256 · Plan #002
- Total assets
- $53.4M
- Net assets
- $53.4M
- Active participants
- 227
- With balances
- 297
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 |
|---|---|---|
| Captrust Financial Advisors | Investment advisory (plan), Direct payment from the plan | $66,238 |
| Oneamerica Retirement Services | Recordkeeping, Participant loan processing, Participant communication | $45,032 |
| Matrix Trust Company | Custodial (other), Custodial (securities), Trustee (institutional) | $0 |