AUMdb

The Middlefield Banking Co. 401(k) Plan

Sponsored by The Middlefield Banking Company · EIN 340399850 · Plan #001

Total assets
$17.7M
Net assets
$17.7M
Active participants
241
With balances
291

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $70,570
Alden Investment Advisors, Llc Recordkeeping, Consulting (pension), Direct payment from the plan $26,040
Leafhouse Financial Advisors Llc Recordkeeping, Consulting (pension), Direct payment from the plan $5,992
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees $0