AUMdb

Savings And Retirement Plan For Civista Bancshares, Inc. And Affiliates

Sponsored by Civista Bancshares, Inc. · EIN 341558688 · Plan #002

Total assets
$65.3M
Net assets
$65.3M
Active participants
521
With balances
634

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
Benefit Plans Admin Services, Inc. Recordkeeping, Custodial (securities), Participant loan processing $105,657