AUMdb

Cortrust Bank 401(k) Plan

Sponsored by Cortrust Bank Na · EIN 460159100 · Plan #005

Total assets
$31.8M
Net assets
$31.8M
Active participants
251
With balances
310

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
Oneamerica Retiement Service Llc Recordkeeping, Copying and duplicating, Participant communication $4,163
Matrix Trust Company Custodial (securities), Trustee (institutional), Trustee (directed) $0