D.L. Evans Bank 401(k) Retirement Savings Plan
Sponsored by D L Evans Bank · EIN 820117415 · Plan #003
- Total assets
- $35.9M
- Net assets
- $35.9M
- Active participants
- 435
- With balances
- 505
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 |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $94,846 |
| Securities America Advisors, Inc. | Investment advisory (plan), Other fees | $0 |
| Osaic Wealth Inc | Investment advisory (plan), Other fees | $0 |