Chelsea Groton Bank Savings Plan
Sponsored by Chelsea Groton Bank · EIN 060376640 · Plan #002
- Total assets
- $43.6M
- Net assets
- $43.6M
- Active participants
- 215
- With balances
- 314
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Usi Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $83,207 |
| Usi Advisors, Inc | Investment advisory (plan), Direct payment from the plan | $23,000 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |