Bank Independent 401(k) Profit Sharing Plan
Sponsored by Bank Independent Inc · EIN 630260951 · Plan #002
- Total assets
- $45.9M
- Net assets
- $45.9M
- Active participants
- 573
- With balances
- 780
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 |
|---|---|---|
| Morgan Stanley Smith Barney | Recordkeeping, Trustee (institutional), Other services | $107,729 |
| Adp, Inc. | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $91,797 |