Finemark National Bank & Trust 401(k) Plan
Sponsored by Finemark National Bank & Trust · EIN 208075599 · Plan #001
- Total assets
- $40.6M
- Net assets
- $40.6M
- Active participants
- 282
- With balances
- 279
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Advisory Group, Llc | Investment management | $5,894 |
| Empower Annuity Ins. Co. Of America | Recordkeeping fees | $5,427 |
| Progressive Pension Admin., Inc. | Contract administrator | $1,880 |
| Charles Schwab & Co., Inc. | Securities brokerage | $966 |