AUMdb

The Bank Of Commerce Profit Sharing Plan

Sponsored by The Bank Of Commerce · EIN 820237616 · Plan #001

Total assets
$24.9M
Net assets
$24.9M
Active participants
160
With balances
161

Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, Total participant-directed account

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
Fidelity Investments Institutional Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees $25,508