Community West Bancshares & Subsidiaries Employees' 401(k) Profit Sharing Plan
Sponsored by Community West Bancshares · EIN 770446957 · Plan #001
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
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 |
|---|---|---|
| Channel Wealth, Llc CRD 323461 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Barlett, Pringle & Wolf, Llp | Accounting | $18,110 |
| Channel Wealth Llc | Investment advisory (plan) | $16,346 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $2,345 |