AUMdb

Wilson & Muir Bancorp, Inc. 401(k) & Profit Sharing Plan

Sponsored by Wilson & Muir Bancorp, Inc. · EIN 611032960 · Plan #001

Total assets
$23.1M
Net assets
$23.1M
Active participants
144
With balances
158

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
American Trust Company Contract administrator, Recordkeeping, Consulting (pension) $67,947
Mahurin Wealth Advisors Investment advisory (plan), Direct payment from the plan $37,750
Crowe Llp Accounting $23,688