Royal Business Bank 401 K Profit Sharing Plan And Trust
Sponsored by Royal Business Bank · EIN 260339713 · Plan #001
- Total assets
- $25.0M
- Net assets
- $25.0M
- Active participants
- 372
- With balances
- 418
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 |
|---|---|---|
| Nfp Advisors | Consulting (general), Investment advisory (participants), Investment advisory (plan) | $21,330 |
| American United Life Insurance Co | Recordkeeping, Participant loan processing, Participant communication | $16,369 |
| Charles Schwab & Co., Inc. | Custodial (other), Actuarial | $58 |
| Matrix Trust Company | Custodial (other), Custodial (securities), Trustee (institutional) | $0 |
| Mscs Fs Div Of Broadridge Bpo, Llp | Shareholder servicing fees, Sub-transfer agency fees, Soft dollars commissions | $0 |