First National Bank 401(k) Profit Sharing Plan
Sponsored by First National Bank Of Wichita Falls · EIN 752044948 · Plan #001
- Total assets
- $14.4M
- Net assets
- $14.4M
- Active participants
- 126
- With balances
- 152
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 |
|---|---|---|
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Advisors Llc | Investment advisory (participants) | $17,866 |
| Mwh Group | Other fees | $10,500 |
| Voya Retirement Insurance And Annui | Investment advisory (plan) | $0 |
| Morningstar Investment Management | Investment advisory (participants) | $0 |
| Definiti, Llc | Other services | $0 |