Sb Financial Group 401(k)
Sponsored by Sb Financial Group · EIN 341395608 · Plan #003
- Total assets
- $37.1M
- Net assets
- $37.1M
- Active participants
- 229
- With balances
- 340
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 |
|---|---|---|
| State Bank And Trust Company | Trustee (discretionary), Investment advisory (plan), Direct payment from the plan | $89,742 |
| Usi Consulting Group, Inc. | Contract administrator, Direct payment from the plan, Sub-transfer agency fees | $2,015 |