AUMdb

Farmers State Bank Employees' 401(k) Plan

Sponsored by Farmers State Bank · EIN 350303690 · Plan #002

Total assets
$17.7M
Net assets
$17.7M
Active participants
144
With balances
163

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
Lpl Financial Llc CRD 6413 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Lpl Financial Sms Service Provide Investment management, Shareholder servicing fees $19,056
Nationwide Recordkeeping, Participant loan processing $13,892
Lpl Financial Investment management, Shareholder servicing fees $13,023
Fiduciary Wise, Llc Participant loan processing, Named fiduciary $8,850
Nationwide Recordkeeping, Participant loan processing $1,557