North State Bank 401 K Plan And Esop
Sponsored by North State Bank · EIN 562183599 · Plan #001
- Total assets
- $30.9M
- Net assets
- $30.9M
- Active participants
- 201
- With balances
- 322
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 |
|---|---|---|
| Guardian Wealth Partners, Llc CRD 310203 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| At Retirement Services, Llc | Recordkeeping, Other services, Consulting fees | $0 |
| Guardian Wealth Partners | Investment advisory (participants), Direct payment from the plan | $0 |