Trailwest Bank 401(k) Plan
Sponsored by Trailwest Bank · EIN 810402347 · Plan #001
- Total assets
- $8.8M
- Net assets
- $8.8M
- Active participants
- 151
- With balances
- 114
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 |
|---|---|---|
| D.A. Davidson & Co. CRD 199 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| D.A. Davidson & Co. | Consulting (pension), Investment advisory (participants), Investment advisory (plan) | $21,190 |
| July Business Services | Claims processing, Recordkeeping, Participant loan processing | $7,924 |