AUMdb

Planters First Bank 401(k) Profit Sharing Plan

Sponsored by Planters First Bank · EIN 581393913 · Plan #002

Total assets
$10.2M
Net assets
$10.2M
Active participants
77
With balances
105

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
Merrill Lynch, Pierce, Fenner And S Recordkeeping, Investment management fees (indirect), Float revenue $41,619