Midstate Bancorp, Inc. 401(k) Plan
Sponsored by Midstate Bancorp, Inc. · EIN 730736860 · Plan #002
- Total assets
- $9.8M
- Net assets
- $9.8M
- Active participants
- 174
- With balances
- 201
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 |
|---|---|---|
| Access Financial Resources Inc. CRD 109495 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Access Financial Resources Inc | Investment advisory (plan) | $21,552 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $20,911 |