First State Bancorp, Inc. Combined Retirement Benefit Plan
Sponsored by First State Bancorp, Inc. · EIN 431281074 · Plan #003
- Total assets
- $43.0M
- Net assets
- $37.8M
- Active participants
- 84
- With balances
- 141
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 |
|---|---|---|
| Cetera Investment Advisers Llc CRD 105644 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Polsinelli Pc | Legal | $48,620 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $45,168 |
| Forvis, Llp | Accounting | $30,113 |
| Transition Finance Strategies, Llc | Recordkeeping, Recordkeeping fees, Other fees | $28,888 |
| Cetera Investment Advisers Llc | Investment advisory (plan), Other fees | $15,672 |
| Cetera | Investment advisory (plan), Other fees | $15,672 |
| Prairie Capital Advisors | Investment management, Valuation | $14,950 |
| Principal Financial Group | Recordkeeping fees, Consulting (general) | $8,124 |