AUMdb

Lincoln County Bancorp, Inc. Profit Sharing Plan

Sponsored by Lincoln County Bancorp, Inc. · EIN 431250707 · Plan #001

Total assets
$27.0M
Net assets
$27.0M
Active participants
203
With balances
308

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
Fiduciary Advisors, Llc CRD 104189 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Usi Consulting Group Recordkeeping fees $15,008
Anders Minkler Huber & Helm, Llp Accounting, Direct payment from the plan $14,500
Fiduciary Advisors Investment advisory (participants), Investment advisory (plan), Direct payment from the plan $12,500
Charles Schwab Bank Trustee (institutional), Direct payment from the plan, Float revenue $5,301