AUMdb

Planters Bank And Trust Company 401(k) Retirement Plan

Sponsored by Planters Bank And Trust Company · EIN 640223390 · Plan #002

Total assets
$34.1M
Net assets
$34.1M
Active participants
255
With balances
299

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
Forvis Mazars, Llp Other fees $18,900
Erisa Specialists/ Benefits Profess Other services $15,290
Raymond James Financial Services Ad Other fees $0