Independence Bank 401 K Profit Sharing Plan And Trust
Sponsored by Independence Bank · EIN 810331859 · Plan #001
- Total assets
- $34.5M
- Net assets
- $34.5M
- Active participants
- 147
- With balances
- 192
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 |
|---|---|---|
| Allied Investment Advisors Llc CRD 159103 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Allied Investment Advisors, Llc | Investment advisory (plan) | $91,465 |
| Empower Annuity Insurance Company | Recordkeeping fees | $20,005 |
| Empower Advisory Group, Llc | Investment advisory (plan) | $5,419 |
| Randall & Hurley, Inc. | Contract administrator, Plan administrator | $4,020 |