The First National Bank And Trust Co., Chickasha Oklahoma Savings Incentive And Employee Stock Ownership Plan
Sponsored by The First National Bank And Trust Co., Chickasha · EIN 730181535 · Plan #002
- Total assets
- $36.9M
- Net assets
- $28.9M
- Active participants
- 163
- With balances
- 202
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 |
|---|---|---|
| Rogers Wealth Group, Inc. CRD 107409 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rogers Wealth Group | Investment management, Named fiduciary, Investment management fees (direct) | $25,760 |