AUMdb

Builtwell Bancorp, Inc. Employee Stock Ownership Plan

Sponsored by Builtwell Bancorp, Inc. · EIN 621104098 · Plan #003

Total assets
$21.7M
Net assets
$21.7M
Active participants
236
With balances
415

Plan year beginning 01/01/2024 · Profit-sharing

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
First Horizon Bank Trustee (institutional), Direct payment from the plan $41,781
Mauldin & Jenkins, Llc Accounting, Direct payment from the plan $13,100
Acuff & Associates, Inc. Other services, Direct payment from the plan $9,621