AUMdb

Saco & Biddeford Savings Institution 401(k) Savings Plan

Sponsored by Saco & Biddeford Savings Institution · EIN 010153690 · Plan #002

Total assets
$29.6M
Net assets
$29.6M
Active participants
201
With balances
250

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 fuzzy_auto · 98% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $45,233
Cetera Investment Advisors Llc Investment advisory (plan) $26,256