Pennian Bank 401(k) Plan
Sponsored by Pennian Bank · EIN 230873877 · Plan #001
- Total assets
- $11.3M
- Net assets
- $11.3M
- Active participants
- 130
- With balances
- 124
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 |
|---|---|---|
| Grove Point Investments Llc | Investment advisory (plan) | $17,427 |
| Leafhouse Financial Advisors, Llc | Investment advisory (participants), Investment advisory (plan) | $8,313 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $7,222 |