AUMdb

Highpoint Community Bank Profit Sharing Plan

Sponsored by Highpoint Community Bank · EIN 380633620 · Plan #002

Total assets
$18.7M
Net assets
$18.7M
Active participants
80
With balances
120

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
Transamerica Retirement Solutions Recordkeeping, Participant loan processing, Investment management fees (indirect) $0
Mesirow Financial, Inc. Investment advisory (plan) $0
Watkins Ross & Co. Recordkeeping, Participant loan processing, Recordkeeping fees $0