AUMdb

1 St Source Corporation Employee Stock Ownership And Profit Sharing Plan

Sponsored by 1 St Source Corporation · EIN 351068133 · Plan #003

Total assets
$268M
Net assets
$268M
Active participants
1,196
With balances
1,466

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Futureplan By Ascensus Recordkeeping fees $143,333
Forvis Accounting $20,250
Midwest Series Of Lockton Companies Other services $10,500