Friendship Bancorp 401(k) Plan
Sponsored by Friendship Bancorp, Inc. · EIN 351749607 · Plan #001
- Total assets
- $9.6M
- Net assets
- $9.6M
- Active participants
- 101
- With balances
- 119
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 |
|---|---|---|
| Waverly Advisors, Llc CRD 115332 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Life Insurance Company | Recordkeeping, Sub-transfer agency fees, Other insurance wrap fees | $30,331 |
| 9258 Wealth Management, Llc | Investment advisory (participants) | $19,649 |
| Waverly Advisors, Llc | Investment advisory (participants) | $6,991 |