United Business Bank 401(k) Plan
Sponsored by United Business Bank · EIN 200910111 · Plan #001
- Total assets
- $30.5M
- Net assets
- $30.5M
- Active participants
- 302
- With balances
- 382
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 |
|---|---|---|
| Baybridge Capital Group, Llc CRD 284867 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions, | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $43,399 |
| Baybridge Capital Group Llc | Investment advisory (plan) | $37,500 |
| Redwood Pensions, Llc | Recordkeeping, Participant loan processing, Recordkeeping fees | $13,660 |