Bank Of Southern California Na 401(k) Profit Sharing Plan
Sponsored by California Bank Of Commerce, N.A. · EIN 330956417 · Plan #002
- Total assets
- $18.2M
- Net assets
- $18.2M
- Active participants
- 191
- With balances
- 231
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 |
|---|---|---|
| 3 38 Investment Fiduciaries Inc | Investment advisory (plan) | $6,506 |
| Truog Ryding Company Inc | Contract administrator | $4,803 |
| Empower Annuity Insurance Company | Recordkeeping fees | $3,334 |
| Kestra Investment Services Llc | Other commissions | $0 |