Journey Bank Employees' Profit Sharing Plan
Sponsored by Journey Bank · EIN 240528723 · Plan #002
- Total assets
- $18.5M
- Net assets
- $18.5M
- Active participants
- 264
- With balances
- 293
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 |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 97% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Co. | Recordkeeping fees | $18,692 |
| Cambridge Investment Research Inc. | Investment advisory (plan) | $14,722 |
| Empower Advisory Group, Llc | Investment management | $2,659 |
| Lifestyle Retirement Company | Contract administrator | $2,558 |