The Retirement Plan Of Pioneer Bank, National Association
Sponsored by Pioneer Bank, National Association · EIN 140970570 · Plan #001
- Total assets
- $62.9M
- Net assets
- $62.9M
- Active participants
- 105
- With balances
- 0
Plan year beginning 07/01/2024
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 |
|---|---|---|
| Milliman | Actuarial, Investment advisory (plan), Direct payment from the plan | $52,131 |
| Crowe Llp | Accounting, Direct payment from the plan | $24,150 |
| Charles Schwab & Co., Inc. | Trustee (institutional), Direct payment from the plan, Shareholder servicing fees | $19,953 |