Traditional Bank, Inc. 401(k) Profit Sharing Plan
Sponsored by Traditional Bank, Inc. · EIN 610284535 · Plan #003 · Mt. Sterling, KY
- Total assets
- $38.8M
- Net assets
- $38.8M
- Active participants
- 263
- With balances
- 302
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 |
|---|---|---|
| Keystone Financial Group, Llc CRD 170201 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Keystone Financial Group Llc | Investment advisory (plan) | $47,620 |
| Faulkner King Wenz Psc | Accounting | $10,400 |
| Transamerica Life Insurance Co | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $8,127 |
| Mesirow Financial, Inc | Investment advisory (plan) | $6,420 |
| Charles Schwab & Co, Inc. | Securities brokerage, Securities brokerage commissions | $98 |