Leader Bank 401 K Plan
Sponsored by Leader Bank · EIN 043557920 · Plan #001
- Total assets
- $62.6M
- Net assets
- $62.6M
- Active participants
- 419
- With balances
- 407
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $27,142 |
| Lion Street Advisors, Llc | Consulting (general) | $24,745 |
| Cbiz Cpas P.C. | Accounting | $16,000 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | -$76,067 |