The Juniata Valley Bank 401(k) Plan
Sponsored by The Juniata Valley Bank · EIN 230741266 · Plan #002 · Mifflintown, PA
- Total assets
- $15.2M
- Net assets
- $15.2M
- Active participants
- 154
- With balances
- 213
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 |
|---|---|---|
| American Century Investment Management Inc CRD 105778 | fuzzy_auto · 94% | 2024 |
| Boston Trust Walden Inc. CRD 111266 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Charles Schwab & Co., Inc. | Custodial (securities), Shareholder servicing fees, Float revenue | $0 |
| American Century Investment Inc | Investment management, Investment management fees (indirect) | $0 |
| Fidelity & Research Company | Investment management, Investment management fees (indirect) | $0 |
| Jp Morgan Investment Inc | Investment management, Investment management fees (indirect) | $0 |
| Goldman Sachs Asset Lp | Investment management, Investment management fees (indirect) | $0 |
| Boston Trust Walden | Investment management, Investment management fees (indirect) | $0 |