Mabrey Bancorporation, Inc. Employees' Profit Sharing 401(k) Plan
Sponsored by Mabrey Bancorporation, Inc. · EIN 731428407 · Plan #002
- Total assets
- $34.4M
- Net assets
- $34.4M
- Active participants
- 264
- With balances
- 274
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 |
|---|---|---|
| The Trust Company Of Oklahoma | Recordkeeping, Trustee (institutional), Trustee (discretionary) | $139,339 |
| Creative Planning | Investment management fees (direct) | $13,500 |