AUMdb

Sturgis Bank & Trust Company 401(k) Profit Sharing Plan & Trust

Sponsored by Sturgis Bank & Trust Company · EIN 381080012 · Plan #004 · Sturgis, MI

Total assets
$13.7M
Net assets
$13.7M
Active participants
211
With balances
247

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
Pcs Retirement, Llc Claims processing, Contract administrator, Recordkeeping $18,344
Uhy Llp Accounting $11,685
Doeren Mayhew Recordkeeping $4,647