Mechanics Bank 401(k) Profit Sharing Plan & Trust
Sponsored by Mechanics Bank · EIN 340394160 · Plan #002
- Total assets
- $14.2M
- Net assets
- $14.2M
- Active participants
- 159
- With balances
- 174
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 |
|---|---|---|
| Esq. Wealth Management, Inc. CRD 320834 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Protpa Llc | Contract administrator, Recordkeeping fees | $29,242 |
| Esb Wealth Management | Investment advisory (plan), Named fiduciary | $23,470 |
| Crowe Horwath Llp | Custodial (securities) | $18,375 |
| Matrix Trust Company | Custodial (securities), Other fees | $6,519 |