AUMdb

Security Bancorp Of Tennessee Safe Harbor 401(k) Profit Sharing Plan

Sponsored by Security Bancorp Of Tennessee, Inc. · EIN 621261509 · Plan #002

Total assets
$21.7M
Net assets
$21.7M
Active participants
130
With balances
174

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Acuff & Associates Inc Contract administrator $1,230
Empower Annuity Insurance Company Recordkeeping fees $790
Empower Advisory Group, Llc Investment management $199
B Riley Wealth Management Inc Other commissions $0