AUMdb

The First Bancshares, Inc. Profit Sharing 401(k) Plan

Sponsored by The First Bancshares, Inc. · EIN 640862173 · Plan #001

Total assets
$56.3M
Net assets
$56.3M
Active participants
1,008
With balances
1,124

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
Lpl Financial Llc CRD 6413 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Lpl Financial Investment advisory (plan) $157,223
Empower Annuity Insurance Company Recordkeeping fees $121,109
T.E. Lott & Company, P.A. Contract administrator $8,700
Nail Mckinney Professional Contract administrator -$417