First Bank Upper Michigan Def Comp P/S
Sponsored by First Bank Upper Michigan · EIN 380579985 · Plan #002
- Total assets
- $29.0M
- Net assets
- $29.0M
- Active participants
- 122
- With balances
- 177
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Security National Bank | Investment management, Recordkeeping fees, Trustee (institutional) | $3,474 |
| Charles Schwab Trust Bank | Custodial (securities), Shareholder servicing fees | $817 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees, Custodial (securities) | $0 |