AUMdb

The Federal Savings Bank Retirement Plan

Sponsored by The Federal Savings Bank · EIN 431883419 · Plan #001

Total assets
$48.8M
Net assets
$48.8M
Active participants
1,104
With balances
1,251

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
Stadion Money Management, Llc CRD 112608 deterministic · 100% 2024
Lpl Financial Llc CRD 6413 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Stadion Money Management Investment advisory (participants), Direct payment from the plan $115,832
Lpl Financial Investment advisory (plan), Direct payment from the plan $61,959
Ascensus Llc Recordkeeping fees, Participant loan processing, Other fees $30,200
United Of Omaha Participant loan processing, Other fees, Direct payment from the plan $12,750
Mesirow Investment advisory (plan), Direct payment from the plan $7,412