Cache Valley Bank Employee 401(k) Profit Sharing Plan
Sponsored by Cache Valley Bank · EIN 870310100 · Plan #001
- Total assets
- $22.4M
- Net assets
- $22.4M
- Active participants
- 325
- With balances
- 369
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wells Fargo Advisors Llc | Investment advisory (plan) | $38,891 |
| Empower Annuity Insurance Company | Recordkeeping fees | $18,883 |
| Empower Advisory Group, Llc | Investment management | $11,899 |
| Leafhouse Financial Advisors, Llc | Other fees | $10,225 |