AUMdb

Sba Defined Contribution Plan For First National Bank

Sponsored by First National Bank · EIN 540211100 · Plan #002

Total assets
$12.5M
Net assets
$12.5M
Active participants
180
With balances
201

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
Voya Retirement Insurance & Annuity Investment advisory (participants), Recordkeeping fees $60,050
Vba Benefits Corporation Other fees $26,053