First Business Financial Services 401(k) Plan
Sponsored by First Business Financial Services · EIN 391576570 · Plan #002
- Total assets
- $93.8M
- Net assets
- $93.8M
- Active participants
- 344
- With balances
- 440
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 |
|---|---|---|
| First Business Trust & Investments | Trustee (institutional) | $24,462 |
| Charles Schwab Trust Bank | Custodial (securities), Float revenue | $0 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |