AUMdb

Gorham Savings Bank 401(k) Incentive Savings Plan

Sponsored by Gorham Savings Bank · EIN 010078890 · Plan #002

Total assets
$37.5M
Net assets
$37.5M
Active participants
199
With balances
259

Plan year beginning 04/01/2024 · 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
Epic Retirement Plan Services Recordkeeping, Participant loan processing, Participant communication $4,145
Charles Schwab & Co., Inc. Shareholder servicing fees $0