Security State Bank & Trust 401(k) & Profit Sharing Plan
Sponsored by Security State Bank & Trust · EIN 740890992 · Plan #002
- Total assets
- $28.0M
- Net assets
- $28.0M
- Active participants
- 289
- With balances
- 331
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners Llc | Direct payment from the plan, Investment management | $22,840 |
| Milliman Inc | Recordkeeping fees | $19,571 |
| Cliftonlarsonallen Llp | Accounting, Direct payment from the plan | $17,173 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $12,375 |
| Buckingham Asset Management | Investment management, Direct payment from the plan | $6,846 |
| Charles Schwab Trust Bank | Trustee (directed), Investment management fees (indirect), Float revenue | $0 |