AUMdb

Commerce Bank And Trust Holding Company Employee Stock Ownership Plan And Trust

Sponsored by Commerce Bank And Trust Holding Company · EIN 480876926 · Plan #001

Total assets
$29.6M
Net assets
$29.6M
Active participants
158
With balances
335

Plan year beginning 01/01/2024 · Stock bonus

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
Pfg Plan administrator, Direct payment from the plan $20,953
Clifton Larson Allen Accounting, Direct payment from the plan $19,923
The Bank Advisory Group Valuation, Direct payment from the plan $15,320
Sherman & Howard Legal, Direct payment from the plan $9,771