Cb&S Bank 401(k) Profit Sharing Plan
Sponsored by Cb&S Bank, Inc. · EIN 630041560 · Plan #002 · Russellville, AL
- Total assets
- $41.8M
- Net assets
- $41.8M
- Active participants
- 502
- With balances
- 560
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 |
|---|---|---|
| Fnbb Capital Markets, Llc CRD 132091 | deterministic · 100% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | 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 | $30,595 |
| Fnbb Capital Markets | Investment advisory (plan), Direct payment from the plan | $27,664 |
| Fnbb Capital Markets | Investment advisory (plan), Direct payment from the plan | $20,175 |
| Empower Annunity Ins. Co. Of Americ | Recordkeeping, Recordkeeping fees | $16,417 |
| Mauldin & Jenkins Llc | Accounting, Direct payment from the plan | $12,750 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |