American Riviera Bank 401(k) Profit Sharing Plan And Trust
Sponsored by American Riviera Bank · EIN 205071344 · Plan #001
- Total assets
- $19.2M
- Net assets
- $19.2M
- Active participants
- 132
- With balances
- 159
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 |
|---|---|---|
| Channel Wealth, Llc CRD 323461 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Channel Wealth Llc | Investment advisory (plan) | $30,219 |
| Investment advisory (participants) | $6,565 | |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $1,707 |