AUMdb

Btc Bank 401(k) Profit Sharing Plan

Sponsored by Btc Bank · EIN 440170910 · Plan #002

Total assets
$13.7M
Net assets
$13.7M
Active participants
238
With balances
262

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
Prime Capital Investment Advisors, Llc CRD 288712 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Prime Capital Investment Advisors Investment advisory (participants), Investment advisory (plan) $22,473