AUMdb

Peoples Bank Profit Sharing And 401(k) Plan

Sponsored by Peoples Bank · EIN 560354890 · Plan #001 · Newton, NC

Total assets
$36.6M
Net assets
$36.6M
Active participants
313
With balances
388

Plan year beginning 01/01/2024 · 401(k)

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
Wipfli Llp Recordkeeping, Recordkeeping fees, Participant loan processing $27,835
Nationwide Recordkeeping, Investment management, Participant loan processing $3,832