Cnbstl And Ubu 401(k) Plan
Sponsored by Cnb St. Louis Bank · EIN 430216490 · Plan #003
- Total assets
- $20.8M
- Net assets
- $20.8M
- Active participants
- 171
- With balances
- 187
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 |
|---|---|---|
| Clayton Financial Group, Llc CRD 226729 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Epic Retirement Plan Services | Recordkeeping, Participant loan processing, Participant communication | $40,958 |
| Clayton Financial Group, Llc | Investment advisory (plan) | $33,833 |
| Charles Schwab Trust Bank | Custodial (securities), Float revenue | $0 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |