AUMdb

First Northern Bank Profit Sharing 401(k) Plan

Sponsored by First Northern Bank Of Dixon · EIN 940475380 · Plan #001

Total assets
$37.4M
Net assets
$37.4M
Active participants
187
With balances
297

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
World Investment Advisors, Llc CRD 208512 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
World Investment Advisors Llc Investment advisory (plan) $59,006
Empower Annuity Insurance Company O Recordkeeping fees $25,017
Cota Street Investment Management Investment management $7,401
Northwestern Mutual Financial Netwo Other fees $4,157