Fidelity Deposit & Discount Bank Profit Sharing Plan
Sponsored by Fidelity Deposit & Discount Bank · EIN 240578040 · Plan #002
- Total assets
- $27.9M
- Net assets
- $27.9M
- Active participants
- 288
- With balances
- 343
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 |
|---|---|---|
| Northstar Fiduciary Partners, Llc CRD 284994 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock | Recordkeeping, Float revenue, Recordkeeping fees | $44,978 |
| Northstar Fiduciary Partners, Llc | Investment advisory (plan) | $10,354 |
| Kronick Kalada Berdy & Co. Pc | Accounting | $10,000 |