The Thomaston Savings Bank 401(k) Savings & Retirement Plan
Sponsored by Thomaston Savings Bank · EIN 060561730 · Plan #002
- Total assets
- $25.7M
- Net assets
- $25.7M
- Active participants
- 253
- With balances
- 286
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 |
|---|---|---|
| Usi Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $44,916 |
| Thomaston Savings Bank | Other fees | $17,345 |
| Usi Advisors Inc | Investment advisory (plan) | $15,030 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $10,917 |