AUMdb

Republic Bancorp, Inc. 401(k) Retirement Plan

Sponsored by Republic Bancorp, Inc. · EIN 610862051 · Plan #001

Total assets
$154M
Net assets
$154M
Active participants
995
With balances
1,249

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
Creative Planning, Llc CRD 105348 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024
Charles Schwab & Co., Inc. CRD 5393 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees, Direct payment from the plan, Recordkeeping $175,123
Creative Planning Llc Investment advisory (plan) $73,862
Crowe Llp Accounting $44,100
Empower Advisory Group, Llc Investment management, Investment advisory (participants), Direct payment from the plan $34,143
Charles Schwab & Co. Inc Investment advisory (participants), Securities brokerage, Direct payment from the plan $330