AUMdb

Woodlands Bank Retirement And Investment Plan

Sponsored by Woodlands Bank · EIN 232579286 · Plan #001

Total assets
$11.9M
Net assets
$11.7M
Active participants
107
With balances
122

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
Alerus Financial, N.A,. Recordkeeping, Trustee (institutional), Trustee (directed) $30,769