AUMdb

Inwood National Bank 401(k) Plan

Sponsored by Inwood National Bank · EIN 751160447 · Plan #002

Total assets
$46.7M
Net assets
$46.7M
Active participants
200
With balances
282

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
Retirement Advisors, Inc. CRD 122122 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Retirement Advisors, Llc Investment advisory (plan) $54,494
July Business Services Contract administrator, Recordkeeping, Recordkeeping fees $28,207