F & M Bancshares, Inc. Savings Incentive Plan
Sponsored by F & M Bancshares, Inc. · EIN 730956567 · Plan #002
- Total assets
- $12.9M
- Net assets
- $12.9M
- Active participants
- 96
- With balances
- 108
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 |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Meeder Investment Management | Investment management, Investment management fees (direct) | $83,085 |
| Pension Solutions, Inc | Contract administrator, Recordkeeping, Consulting (pension) | $24,239 |
| Osaic Wealth Inc | Investment advisory (participants), Investment advisory (plan), Investment management | $21,230 |
| Nationwide | Trustee (institutional), Named fiduciary, Participant communication | $1,505 |
| Leafhouse Financial Advisors Llc | Investment advisory (participants), Investment advisory (plan), Investment management | $1,148 |