AUMdb

Norway Savings Bank 401(k) Plan

Sponsored by Norway Savings Bank · EIN 010130870 · Plan #002

Total assets
$55.5M
Net assets
$55.5M
Active participants
274
With balances
383

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
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $38,895
Merrill Lynch Pierce Fenner & Smith Investment management fees (indirect), Sub-transfer agency fees, Recordkeeping $29,888
Adp Broker Dealer Other services, Other fees $0