First National Bank North 401(k) Profit Sharing Plan And Trust
Sponsored by First National Bank North · EIN 410597395 · Plan #002
- Total assets
- $17.4M
- Net assets
- $17.4M
- Active participants
- 125
- With balances
- 125
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 |
|---|---|---|
| Cetera Advisor Networks, Llc | Investment advisory (plan) | $20,879 |
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $10,699 |
| Tax Sheltered Compensation, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $1,775 |