Community Bank 401(k) Retirement Plan
Sponsored by Community Bank · EIN 930436426 · Plan #001 · Walla Walla, WA
- Total assets
- $6.0M
- Net assets
- $6.0M
- Active participants
- 85
- With balances
- 81
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 |
|---|---|---|
| Raymond James Financial Services Advisors, Inc CRD 149018 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James Financial | Investment advisory (plan) | $11,508 |
| Professional Benefit Services, Inc. | Contract administrator | $5,687 |
| Capital Group Retirement | Recordkeeping fees | $3,486 |