AUMdb

Fishback Financial Corporation Employee Stock Ownership Plan

Sponsored by Fishback Financial Corporation · EIN 460306542 · Plan #002

Total assets
$56.0M
Net assets
$56.0M
Active participants
710
With balances
843

Plan year beginning 01/01/2024 · Profit-sharing, 401(m) arrangement

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
Forvis, Llp Accounting $18,554
Hopkins & Howard, P.C. Valuation $13,600