AUMdb

First Co Bancorp, Inc. 401(k) Plan

Sponsored by First Co Bancorp, Inc. · EIN 371252711 · Plan #001

Total assets
$40.2M
Net assets
$40.2M
Active participants
333
With balances
366

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
Onedigital Investment Advisors Llc CRD 106766 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Wintrust Investments Llc Investment advisory (plan) $30,701
Onedigital Investment Advisors Llc Investment advisory (plan) $30,041
Capital Group Retirement Plan Svcs. Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees $6,151