Community Bank 401 K Profit Sharing Plan
Sponsored by Community Bank · EIN 250393033 · Plan #002
- Total assets
- $17.9M
- Net assets
- $17.9M
- Active participants
- 147
- With balances
- 219
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 |
|---|---|---|
| Janney Montgomery Scott Llc CRD 463 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Janney Montgomery Scott, Llc | Investment advisory (participants), Investment advisory (plan), Other services | $31,070 |
| Alerus Financial, N.A. | Recordkeeping, Sub-transfer agency fees, Trustee (directed) | $23,580 |
| Dunbar, Bender & Zapf, Inc | Recordkeeping, Consulting (general), Other services | $15,425 |