# Traditional Bank, INC. 401(k) Plan
Source: https://planprovider.pro/companies/traditional-bank-inc-401k-plan

> Traditional Bank, INC.'s 401(k) plan: 263 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Traditional Bank, INC.

- **Sponsor EIN:** 610284535

- **Sponsor Address:** P. O. BOX 326, MT. STERLING, KY, 40353

- **Plan Type:** 401(k)

- **Total Participants:** 263

- **Total Assets:** $38.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|263|$38.8M|$1.5M|$1.1M|

| 2023|279|$34.6M|$1.4M|$1.1M|

| 2022|256|$28.2M|$1.2M|$919,951|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| KEYSTONE FINANCIAL GROUP LLC|INVESTMENT ADVISORY-PLAN|$47,620|—|$47,620|

| FAULKNER KING WENZ PSC|AUDIT|$10,400|—|$10,400|

| TRANSAMERICA LIFE INSURANCE CO|RECORDKEEPER|$8,127|—|$8,127|

| MESIROW FINANCIAL, INC|INVESTMENT ADVISORY-PLAN|$6,420|—|$6,420|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [KEYSTONE FINANCIAL GROUP LLC](https://planprovider.pro/provider/keystone-financial-group-llc) — INVESTMENT ADVISORY-PLAN

- [FAULKNER KING WENZ PSC](https://planprovider.pro/provider/faulkner-king-and-wenz-psc) — AUDIT

- [TRANSAMERICA LIFE INSURANCE CO](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [MESIROW FINANCIAL, INC](https://planprovider.pro/provider/mesirow-financial-investment-management-inc) — INVESTMENT ADVISORY-PLAN

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $72,567

- **Estimated Expense Ratio:** 0.187% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|-$34,196|-$34,196|—|—|—|

| 2023|-$62,123|-$62,123|—|—|—|

| 2022|$69,353|—|—|—|$69,353|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/traditional-bank-inc-401k-plan)

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