AUMdb

Central Bank Illinois 401(k) Profit Sharing Plan

Sponsored by Central Bank Illinois · EIN 360886040 · Plan #002

Total assets
$51.2M
Net assets
$51.2M
Active participants
162
With balances
190

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Navigate Retirement Solutions Investment advisory (plan) $18,172
Epic Retirement Plan Services Recordkeeping, Participant loan processing, Participant communication $3,395
Charles Schwab Trust Bank Custodial (securities), Float revenue $0
Charles Schwab & Co., Inc. Shareholder servicing fees $0