Servisfirst Bank 401(k) Profit Sharing Plan And Trust
Sponsored by Servisfirst Bank · EIN 202451671 · Plan #002
- Total assets
- $71.0M
- Net assets
- $71.0M
- Active participants
- 631
- With balances
- 704
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | fuzzy_auto · 94% | 2024 |
| Envestnet Asset Management, Inc. CRD 111694 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial Rpcp | Investment management, Direct payment from the plan | $60,932 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $57,071 |
| Lincoln Financial Advisors Cor | Investment management, Direct payment from the plan | $16,446 |
| Envestnet Inc | Investment management, Direct payment from the plan | $11,101 |