First Citizens Bank & Trust Company, Inc. Pension Plan
Sponsored by First Citizens Bank & Trust Company · EIN 560223230 · Plan #004
- Total assets
- $243M
- Net assets
- $243M
- Active participants
- 243
- 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 |
|---|---|---|
| Blackrock Advisors, Llc CRD 106614 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Willis Towers Watson Us Llc | Actuarial, Participant communication, Recordkeeping | $164,481 |
| Blackrock Advisors, Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $101,825 |
| Cherry Bekaert Llp | Accounting, Direct payment from the plan | $21,000 |