Morton Community Bank 401(k) Retirement Plan
Sponsored by Morton Community Bank · EIN 370808298 · Plan #003
- Total assets
- $58.2M
- Net assets
- $58.2M
- Active participants
- 613
- With balances
- 382
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 |
|---|---|---|
| David Vaughan Investments, Llc CRD 105990 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alliance Pension Consultants, Inc. | Recordkeeping | $69,695 |
| David Vaughan Investments, Llc | Investment advisory (plan) | $44,155 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $225 |
| Charles Schwab Trust Bank | Custodial (securities) | $0 |