Lumbee Guaranty Bank Employees' Pension Plan
Sponsored by Lumbee Guaranty Bank · EIN 560990387 · Plan #001
- Total assets
- $7.3M
- Net assets
- $7.3M
- Active participants
- 26
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Fund Direct Advisors Inc. CRD 155363 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| American Trust | Actuarial | $24,218 |
| Fund Direct Advisor's, Inc. | Investment management | $16,633 |
| Mid Atlantic Trust Company | Trustee (institutional) | $7,483 |