Old National Bank Pooled Employer Plan
Sponsored by Old National Bank · EIN 351729164 · Plan #003
- Total assets
- $40.2M
- Net assets
- $40.2M
- Active participants
- 858
- With balances
- 611
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 |
|---|---|---|
| Old National Bank | Trustee (institutional) | $323,087 |
| Epic Retirement Plan Services | Recordkeeping, Participant loan processing, Participant communication | $9,498 |
| Charles Schwab Trust Bank | Custodial (securities), Float revenue | $0 |