Savings Bank Of Danbury Trusteed Pension Plan
Sponsored by Ives Bank · EIN 863388610 · Plan #001
- Total assets
- $36.0M
- Net assets
- $36.0M
- Active participants
- 28
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fiducient Advisors Llc | Investment advisory (plan) | $11,250 |
| Empower Annuity Insurance Company | Recordkeeping fees | $0 |