The Murray Bank 401(k) Employee Stock Ownership Plan
Sponsored by The Murray Bank · EIN 611345554 · Plan #001
- Total assets
- —
- Net assets
- —
- Active participants
- 69
- With balances
- 114
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Wellth Advisory Services, Llc CRD 330537 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners Llc | Investment advisory (plan) | $12,940 |
| Wellth Advisory Services Llc | Investment advisory (plan) | $10,191 |
| Blue Ridge Esop Associates | Contract administrator | $825 |
| Empower Annuity Insurance Company | Recordkeeping fees | $635 |