Nodaway Valley Bank 401(k) Profit Sharing Plan
Sponsored by Nodaway Valley Bank · EIN 431302908 · Plan #002
- Total assets
- $36.9M
- Net assets
- $36.9M
- Active participants
- 150
- With balances
- 167
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 |
|---|---|---|
| Steffes Financial, Ltd CRD 134530 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| North America Ktrade Alliance | Recordkeeping, Other services, Shareholder servicing fees | $39,535 |
| Steffes Financial Ltd | Investment advisory (plan) | $18,761 |