United Midwest Savings Bank 401(k) Plan
Sponsored by United Midwest Savings Bank · EIN 341499160 · Plan #001
- Total assets
- $13.0M
- Net assets
- $13.0M
- Active participants
- 176
- With balances
- 172
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 |
|---|---|---|
| Rbc Capital Markets, Llc CRD 31194 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rbc Capital Markets Llc | Investment advisory (plan) | $25,940 |
| Retirement Plan Concepts & Services | Contract administrator | $8,575 |
| Empower Advisory Group, Llc | Investment management | $6,934 |
| Empower Annuity Ins. Co. Of America | Recordkeeping fees | $0 |