AUMdb

Peoples Financial Group, Inc. Esop W/401(k) Provisions

Sponsored by Peoples Financial Group, Inc. · EIN 562158141 · Plan #003

Total assets
Net assets
Active participants
72
With balances
111

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
Fcg Investment Company CRD 308192 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fcg Investment Company Investment advisory (plan) $26,039
Capital Group Retirement Plan Svc. Recordkeeping fees $8,029