Independent Southern Bancshares, Inc. Amended And Restated Profit Sharing/401(k) Plan
Sponsored by Independent Southern Bancshares Inc · EIN 621206284 · Plan #001
- Total assets
- $15.2M
- Net assets
- $15.2M
- Active participants
- 95
- With balances
- 124
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | deterministic · 100% | 2024 |
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Advisors, Llc | Investment advisory (participants) | $4,780 |
| Voya Retirement Ins & Annuity Co | Investment advisory (participants), Investment advisory (plan) | $4,422 |
| Retirement Management Services, Llc | Other services | $2,425 |
| Morningstar Investment Management | Investment advisory (plan) | $2,390 |
| Cambridge Investment Research Inc | Other fees | $0 |