Charter West Bank Employees 401(k) Profit Sharing Plan And Trust
Sponsored by Charter West Bank · EIN 470679592 · Plan #001
- Total assets
- $15.7M
- Net assets
- $15.7M
- Active participants
- 143
- With balances
- 159
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 |
|---|---|---|
| Security National Bank | Trustee (institutional), Investment management, Recordkeeping fees | $5,625 |
| Charles Schwab Trust Bank | Custodial (securities), Investment management, Shareholder servicing fees | $415 |
| Charles Schwab & Co., Inc. | Custodial (securities), Shareholder servicing fees | $0 |