Retirement Plan Of First County Bank
Sponsored by First County Bank · EIN 060547190 · Plan #001
- Total assets
- $76.0M
- Net assets
- $76.0M
- Active participants
- 126
- 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 |
|---|---|---|
| Excel Wealth Management, Llc CRD 299602 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $220,628 |
| Usi Consulting Group | Actuarial, Direct payment from the plan | $18,500 |
| Excel Wealth Management, Llc | Investment advisory (plan), Other fees | $0 |