AUMdb

Industry Bancshares, Inc. 401(k) Employee Stock Ownership Plan

Sponsored by Industry Bancshares Inc · EIN 742679367 · Plan #002

Total assets
$31.8M
Net assets
$31.8M
Active participants
421
With balances
473

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
Wilshire Advisors Llc CRD 6210 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $73,273
Wilshire Advisors Llc Investment advisory (plan), Other investment fees and expenses $0