AUMdb

Retirement Savings Plan For Employees Of Seacoast National Bank

Sponsored by Seacoast National Bank · EIN 590193820 · Plan #002

Total assets
$134M
Net assets
$134M
Active participants
1,502
With balances
1,790

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
Oneamerica Retirement Services, Llc Recordkeeping, Copying and duplicating, Participant loan processing $169,486
Crowe Llp Accounting, Direct payment from the plan $61,950
Oneamerica Inv Adv Services, Llc Investment management, Investment management fees (direct) $25,000
Matrix Trust Company Custodial (securities), Trustee (institutional), Trustee (directed) $0