AUMdb

American First National Bank 401 K Retirement Savings Plan

Sponsored by American First National Bank · EIN 760555667 · Plan #001

Total assets
$58.6M
Net assets
$58.6M
Active participants
236
With balances
249

Plan year beginning 01/01/2024 · 401(k)

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
John Hancock Retirement Plan Servic Recordkeeping, Float revenue, Recordkeeping fees $114,229
Nylife Securities Llc Investment advisory (plan) $0