North Salem State Bank 401(k) Plan
Sponsored by North Salem State Bank · EIN 350551480 · Plan #002
- Total assets
- $6.5M
- Net assets
- $6.5M
- Active participants
- 101
- With balances
- 195
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 |
|---|---|---|
| Jonathan Roberts Advisory Group, Inc. CRD 112294 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| J. W. Cole Advisors, Inc. | Investment advisory (plan) | $10,851 |
| Eagle Actuarial Services, Llc | Contract administrator | $1,330 |
| Capital Group Retirement Plan Servi | Recordkeeping fees | $763 |