Peoples State Bank Profit Sharing 401(k) Plan
Sponsored by Peoples State Bank · EIN 390987942 · Plan #002
- Total assets
- $26.4M
- Net assets
- $26.4M
- Active participants
- 190
- With balances
- 248
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 |
|---|---|---|
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James & Associates, Inc. | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $35,000 |
| Nwps | Recordkeeping, Consulting (general), Participant loan processing | $25,320 |
| Charles Schwab Trust Company | Recordkeeping, Trustee (institutional), Direct payment from the plan | $6,809 |