AUMdb

Bank Of Marin Employee Stock Ownership Plan

Sponsored by Bank Of Marin · EIN 680197989 · Plan #002

Total assets
$15.4M
Net assets
$15.4M
Active participants
290
With balances
461

Plan year beginning 01/01/2024 · Stock bonus

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
Empower Annuity Insurance Co Of Am Recordkeeping fees $2,663
Pentegra Services, Inc. Contract administrator $63
Pentegra Trust Company Trustee (institutional) $0