AUMdb

Security State Bank Retirement And 401(k) Savings Plan And Trust

Sponsored by Security State Bank; Security State Mortgage Company · EIN 910404520 · Plan #001

Total assets
$13.1M
Net assets
$13.1M
Active participants
90
With balances
97

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
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $46,083