Callaway Security Banks, Inc. 401(k) And Employee Stock Ownership Plan
Sponsored by Callaway Security Banks, Inc. · EIN 431214879 · Plan #004
- Total assets
- $12.1M
- Net assets
- $12.1M
- Active participants
- 109
- 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 |
|---|---|---|
| Fiduciary Advisors, Llc CRD 104189 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fiduciary Advisors | Investment advisory (plan), Direct payment from the plan | $27,522 |