Bank Of Bridger 401(k) Safe Harbor Plan
Sponsored by Bank Of Bridger, N.A. · EIN 830129675 · Plan #001
- Total assets
- $14.6M
- Net assets
- $14.6M
- Active participants
- 110
- With balances
- 117
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services Inc. | Investment advisory (plan), Direct payment from the plan | $40,611 |
| The Vanguard Group, Inc. | Participant loan processing, Other fees, Direct payment from the plan | $2,065 |