Cusb Bank 401(k) Profit Sharing Plan & Trust
Sponsored by Cusb Bank · EIN 420201590 · Plan #002
- Total assets
- $16.2M
- Net assets
- $16.2M
- Active participants
- 117
- With balances
- 127
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Wellth Advisory Services, Llc CRD 330537 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners Llc | Investment advisory (plan) | $20,476 |
| Wellth Advisory Services Llc | Investment advisory (plan) | $11,416 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $8,288 |
| The Finway Group Llc | Other fees | $2,567 |
| Cusb Bank | Other fees | $325 |