AUMdb

Bankprov 401(k) Plan

Sponsored by Bankprov · EIN 043497377 · Plan #002

Total assets
$26.1M
Net assets
$26.1M
Active participants
175
With balances
232

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
Commerce Street Investment Advisor, Llc CRD 144278 fuzzy_auto · 99% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $54,739
Commerce Street Investment Manageme Investment advisory (plan), Direct payment from the plan $28,865