Bankvalue Advisory Services

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

288

Total plan assets

$32.1M

Filings (rows)

Direct comp

$31K

Indirect comp

SERVICES PROVIDED

Other service providers2

Advisor / Consultant1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Royal Bancshares, Inc. Royal Bank Employee Stock Ownership and Retirement Savings Plan · all filings	ELROY, WI	Other service providers	145	$16.6M	$5K	$0
Royal Bancshares, Inc. Royal Bank Employee Stock Ownership and Retirement Savings Plan · all filings	ELROY, WI	Other service providers	143	$15.5M	$5K	$0
Citizens Bank Group, Inc. Citizens Bank Group, Inc. Employee Stock Ownership Plan and Trust · all filings	ST. JAMES, MN	Advisor / Consultant	0	$0	$20K	$0