AUMdb

Fnb Retirement Success Pooled Employer Plan

Sponsored by Standard Retirement Services, Inc. · EIN 251838406 · Plan #102

Total assets
$79.0M
Net assets
$79.0M
Active participants
2,581
With balances
1,915

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
Stancorp Financial Group Contract administrator, Recordkeeping, Custodial (other) $307,721
First National Trust Company Investment advisory (plan), Consulting fees $216,088
First National Trust Consulting (pension), Investment advisory (plan), Investment management fees (direct) $15,798