Southwest Missouri Bancorporation, Inc. Employee Stock Ownership Plan
Sponsored by Southwest Missouri Bancorporation, Inc. · EIN 431252060 · Plan #001
- Total assets
- $31.6M
- Net assets
- $31.6M
- Active participants
- 227
- With balances
- 329
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 |
|---|---|---|
| Forvis Mazars, Llp | Contract administrator | $29,505 |
| Equity Solutions, Llc | Valuation | $8,603 |
| Whitlock Company Llp | Accounting | $7,550 |
| Capital Group | Investment management fees (indirect), Recordkeeping fees, Account maintenance fees | $4,423 |