AUMdb

Community Bancshares, Inc. 401(k) Savings Plan & T

Sponsored by Community Bancshares, Inc. · EIN 311002504 · Plan #002

Total assets
$22.0M
Net assets
$22.0M
Active participants
246
With balances
230

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
Edward D. Jones & Co., L.P. CRD 250 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Edward Jones Investment advisory (plan) $51,809
Trinity Pension Consultants Contract administrator $2,090
Capital Group Retirement Plan Servi Recordkeeping fees $575