Alma Bank 401(k) Profit Sharing Plan
Sponsored by Alma Bank · EIN 760839230 · Plan #001
- Total assets
- $12.9M
- Net assets
- $12.9M
- Active participants
- 163
- 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 |
|---|---|---|
| Newport Capital Group, Llc CRD 144442 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Capital Group | Investment advisory (plan) | $34,023 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $27,183 |