Old Second National Bank Pooled Employer Plan
Sponsored by Old Second National Bank · EIN 361577458 · Plan #001
- Total assets
- $34.4M
- Net assets
- $34.4M
- Active participants
- 609
- With balances
- 579
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Old Second National Bank | Trustee (institutional) | $214,386 |
| Epic Retirement Plan Services | Recordkeeping, Participant loan processing, Participant communication | $12,843 |
| Charles Schwab Trust Bank | Custodial (securities), Float revenue | $0 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |