Oakworth Capital Bank 401(k) Plan
Sponsored by Oakworth Capital Bank · EIN 261866970 · Plan #001
- Total assets
- $20.9M
- Net assets
- $20.9M
- Active participants
- 160
- With balances
- 168
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 |
|---|---|---|
| Raymond James Financial Services Advisors, Inc CRD 149018 | fuzzy_auto · 96% | 2024 |
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 | $25,913 |
| Raymond James Financial Services | Investment advisory (plan) | $17,045 |