AUMdb

Ubt Bancshares, Inc. Employee Stock Ownership Plan

Sponsored by Ubt Bancshares, Inc. · EIN 731684072 · Plan #001

Total assets
$13.9M
Net assets
$13.9M
Active participants
86
With balances
116

Plan year beginning 01/01/2024

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
Raymond James Custodial (securities) $20,461