AUMdb

Swnb Bancorp Inc 401(k) Plan

Sponsored by Swnb Bancorp Inc · EIN 731696442 · Plan #001

Total assets
$15.2M
Net assets
$15.2M
Active participants
142
With balances
157

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees $43,115
Empower Advisory Group, Llc Investment management $9,771
Osaic Wealth Inc Other commissions $0