Superior National Bank 401(k) & Profit Sharing Plan
Sponsored by Superior National Bank · EIN 381084525 · Plan #001
- Total assets
- $27.9M
- Net assets
- $27.9M
- Active participants
- 158
- With balances
- 215
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 |
|---|---|---|
| Secure Asset Management, L.L.C. CRD 144046 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Secure Asset Management | Investment advisory (plan) | $54,828 |
| Empower Annuity Insurance Company | Recordkeeping fees | $26,401 |
| Pension Consultants Co., Inc. | Contract administrator | $15,882 |