AUMdb

White River Bancshares Company 401(k) Plan

Sponsored by White River Bancshares Company · EIN 201209354 · Plan #002

Total assets
$20.4M
Net assets
$20.4M
Active participants
200
With balances
226

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
Voya Retirement Advisors, Llc CRD 3989 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Voya Retirement Advisors, Llc Investment advisory (participants) $16,535
Definiti, Llc Other services, Direct payment from the plan $3,750
Voya Retirement Insurance & Annuity Investment advisory (plan) $0
Morningstar Investment advisory (plan) $0