Oak Valley Community Bank 401(k) Profit Sharing Plan
Sponsored by Oak Valley Community Bank · EIN 770262278 · Plan #001
- Total assets
- $33.4M
- Net assets
- $33.4M
- Active participants
- 213
- With balances
- 264
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 |
|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 93% | 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 |
|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | Investment advisory (plan) | $30,275 |
| Empower Advisory Group, Llc | Investment management | $20,122 |
| Empoower Annuity Insurance Co. Usa | Recordkeeping fees | $16,924 |
| Pension Management Consultants, Inc | Contract administrator | $6,590 |