Deerwood Bank 401(k) Plan
Sponsored by Deerwood Bank · EIN 410216169 · Plan #001
- Total assets
- $15.7M
- Net assets
- $15.7M
- Active participants
- 177
- With balances
- 199
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 |
|---|---|---|
| Candelo Capital Management Lp CRD 307389 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $9,041 |
| Carlson Capital Management | Investment advisory (plan), Consulting fees | $6,393 |