Cornerstone Capital Bank, Ssb 401(k) Plan
Sponsored by Cornerstone Capital Bank · EIN 760236067 · Plan #001
- Total assets
- $136M
- Net assets
- $136M
- Active participants
- 1,434
- With balances
- 1,274
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 |
|---|---|---|
| Commerce Street Investment Advisor, Llc CRD 144278 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $138,224 |
| Commerce Street Investment Advisor | Investment advisory (plan) | $109,969 |
| Wealth Management Systems Inc | Other services | $0 |