AUMdb

Riverview Bancorp Inc. Employees' Savings & Profit Sharing Plan And Trust

Sponsored by Riverview Bancorp Inc. · EIN 911838969 · Plan #002

Total assets
$27.2M
Net assets
$27.2M
Active participants
230
With balances
280

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
Morgan Stanley Smith Barney Llc CRD 149777 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $41,830
Pentegra Services, Inc. Contract administrator $37,531
Morgan Stanley Investment advisory (plan) $18,511