Banterra Corp. Profit Sharing Plan
Sponsored by Banterra Corp. · EIN 200105441 · Plan #001
- Total assets
- $74.8M
- Net assets
- $74.8M
- Active participants
- 464
- With balances
- 521
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 |
|---|---|---|
| Umb Financial Services, Inc. CRD 17073 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Umb Financial Services | Investment advisory (plan), Direct payment from the plan | $125,335 |
| Ascensus Llc | Other commissions, Other fees, Recordkeeping fees | $52,060 |