North Shore Bank Retirement Plan
Sponsored by North Shore Bank · EIN 390506400 · Plan #001
- Total assets
- $37.8M
- Net assets
- $37.8M
- Active participants
- 75
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Alpha Investment Consulting Group, Llc CRD 139721 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Great West Life & Annuity Insurance | Recordkeeping fees | $127,157 |
| Von Briesen | Legal | $40,401 |
| Alpha Investment Consulting Group | Investment advisory (plan) | $20,000 |
| Principal Life Insurance Company | Claims processing, Direct payment from the plan, Recordkeeping fees | $0 |