The Citizens Bank 401(k) Plan
Sponsored by The Citizens Bank · EIN 710258539 · Plan #001
- Total assets
- $16.2M
- Net assets
- $16.2M
- Active participants
- 180
- With balances
- 190
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 |
|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | Consulting (pension), Investment advisory (plan), Direct payment from the plan | $48,996 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $35,614 |
| Hogan Taylor Llp | Accounting, Direct payment from the plan | $16,700 |