AUMdb

Premier Community Bank Retirement Savings And Employee Stock Ownership Plan

Sponsored by Premier Community Bank · EIN 390451504 · Plan #002

Total assets
$10.9M
Net assets
$10.9M
Active participants
117
With balances
132

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

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Creative Planning, Llc CRD 105348 fuzzy_auto · 94% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Creative Planning Holdco, Llc Investment advisory (participants), Investment advisory (plan) $35,458
Wipfli Llp Recordkeeping, Participant loan processing, Participant communication $31,144
Hakins Ash Cpas, Llp Accounting $9,000