Sound Community Bank 401(k) Profit Sharing Plan
Sponsored by Sound Community Bank · EIN 910619653 · Plan #001
- Total assets
- $15.1M
- Net assets
- $15.1M
- Active participants
- 147
- With balances
- 142
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners Llc | Investment advisory (plan) | $26,077 |
| Empower Annuity Insurance Company | Recordkeeping fees | $17,605 |
| Trutina Financial Llc | Other fees | $5,120 |
| Pentegra Services Inc | Contract administrator | $2,532 |