AUMdb

Northern Bank And Trust Company 401(k) Plan

Sponsored by Northern Bank & Trust Company · EIN 042265819 · Plan #001

Total assets
$27.9M
Net assets
$27.9M
Active participants
248
With balances
276

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
Strategic Financial Services, Inc. CRD 109677 fuzzy_auto · 100% 2024

Service providers

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

Provider Services Direct comp
Stragegic Financial Services Investment advisory (participants), Investment advisory (plan) $77,472
Benefit Plan Admin Services, Inc. Recordkeeping, Other fees, Trustee (institutional) $46,906