Demotte State Bank 401(k) Profit Sharing Plan
Sponsored by Demotte State Bank · EIN 350161700 · Plan #002
- Total assets
- $11.5M
- Net assets
- $11.5M
- Active participants
- 111
- With balances
- 128
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 |
|---|---|---|
| Cliftonlarsonallen Wealth Advisors, Llc CRD 38357 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cliftonlarsonallen Wealth | Investment advisory (participants) | $12,193 |
| First American Bank | Investment advisory (participants) | $4,454 |