The Defined Benefit Plan Of Adams Community Bank
Sponsored by Adams Community Bank · EIN 874185943 · Plan #001
- Total assets
- $25.6M
- Net assets
- $25.6M
- Active participants
- 94
- With balances
- 0
Plan year beginning 11/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Nepc, Llc CRD 110562 | deterministic · 100% | 2024 |
| Acadian Asset Management (Singapore) Pte Ltd CRD 323400 | deterministic · 100% | 2024 |
| Select Equity Group, L.P. CRD 168496 | deterministic · 100% | 2024 |
| Copeland Capital Management, Llc CRD 135822 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Coop. Banks Employees Ret Assn. | Plan administrator, Direct payment from the plan | $75,298 |
| Nepc, Llc | Investment advisory (plan), Direct payment from the plan | $61,128 |
| Acadian Asset Management Llc | Investment management, Direct payment from the plan | $30,012 |
| Select Equity Group, L.P. | Investment management, Direct payment from the plan | $28,213 |
| Gallagher Benefit Services, Inc. | Actuarial, Direct payment from the plan | $27,095 |
| Wolf & Company, P.C. | Accounting, Direct payment from the plan | $17,500 |
| The Bank Of New York Mellon | Custodial (other), Custodial (securities), Direct payment from the plan | $13,927 |
| Copeland Capital Management, Llc | Investment management, Direct payment from the plan | $13,672 |
| Legal & General Invest Mgmt America | Investment management, Direct payment from the plan | $5,320 |