AUMdb

Ccb 401(k) Retirement Plan

Sponsored by Country Club Bank · EIN 440574255 · Plan #001

Total assets
$76.2M
Net assets
$76.2M
Active participants
424
With balances
500

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
Intellicents Investment Solutions Inc CRD 107498 fuzzy_auto · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees $75,907
Intellicents Investment Solutions I Investment advisory (plan) $62,828
Empower Financial Services, Inc. Securities brokerage $80
Empower Financial Services, Inc. Other investment fees and expenses $50
Empower Financial Services, Inc. Shareholder servicing fees $0