Citizens Bank, Columbia, Mississippi 401(k)savings Plan
Sponsored by Citizens Bank · EIN 640750822 · Plan #003
- Total assets
- $17.0M
- Net assets
- $17.0M
- Active participants
- 114
- With balances
- 167
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 |
|---|---|---|
| Magnolia Capital Advisors Llc CRD 298398 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Magnolia Capital Advisors Llc | Investment advisory (plan) | $48,672 |
| Empower Annuity Insurance Company | Recordkeeping fees | $1,249 |
| Dyatech Llc | Contract administrator | $1,220 |