American Bancorporation, Inc. 401(k) Profit Sharing Plan & Trust
Sponsored by American Heritage Bank · EIN 730126720 · Plan #002 · Sapulpa, OK
- Total assets
- $22.4M
- Net assets
- $22.4M
- Active participants
- 260
- With balances
- 302
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 |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $19,179 |