Citizens Bank Employees' Retirement Savings Plan
Sponsored by Citizens Bank · EIN 350227210 · Plan #003
- Total assets
- $9.1M
- Net assets
- $9.1M
- Active participants
- 112
- With balances
- 141
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 |
|---|---|---|
| Shepherd Financial Investment Advisory Llc CRD 288623 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Shepherd Financial Investment Advis | Investment advisory (plan) | $24,976 |
| Empower Annuity Ins Co Of America | Recordkeeping fees | $15,859 |