Sponsor portfolioTH
STORY BANK DBA STORY FINANCIAL PART
EIN 64-0922862Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$12.7M assets
Welfare
0
Participants
113
4450 OLD CANTON ROAD, SUITE 101 - JACKSON, MS 39211901-626-4349
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | STORY BANK DBA STORY FINANCIAL PARTNERS 401K PLAN | 401k | $12.7M | 113 | 2025 |
Retirement plans