AUMdb

Peoples Financial Corporation 401(k) Profit Sharing Plan

Sponsored by Peoples Financial Corporation · EIN 640709834 · Plan #004

Total assets
$25.8M
Net assets
$25.8M
Active participants
127
With balances
137

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
Intellicents Investment Solutions Inc CRD 107498 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $41,973
Intellicents Investment Solutions Investment advisory (plan), Direct payment from the plan $22,335