Core Bank Profit Sharing Plan And Trust
Sponsored by Core Bank · EIN 470804165 · Plan #001
- Total assets
- $15.9M
- Net assets
- $15.9M
- Active participants
- 129
- With balances
- 170
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 | Investment management, Recordkeeping fees, Trustee (institutional) | $49,060 |
| Charles Schwab Trust Bank | Shareholder servicing fees, Float revenue, Investment advisory (participants) | $4,657 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees, Custodial (securities) | $0 |