Dieterich Bank 401 K Retirement & Savings Plan
Sponsored by Dieterich Bank · EIN 370274310 · Plan #001
- Total assets
- $18.8M
- Net assets
- $18.8M
- Active participants
- 186
- With balances
- 197
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 |
|---|---|---|
| Smith Moore & Co. CRD 3441 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Smith, Moore & Co. | Investment advisory (plan), Direct payment from the plan | $44,336 |
| Cpi Qualified Plan Consultants, Inc | Recordkeeping, Consulting (pension), Participant loan processing | $29,816 |