Campbell & Fetter Bank Employees' Pension Plan
Sponsored by Campbell & Fetter Bank · EIN 350843168 · Plan #001
- Total assets
- $27.5M
- Net assets
- $27.5M
- Active participants
- 52
- With balances
- 0
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Monarch Capital Management Inc CRD 106244 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Monarch Capital Management, Inc. | Investment management, Direct payment from the plan | $166,282 |
| Sturgis Bank And Trust Company | Trustee (institutional), Direct payment from the plan | $57,418 |
| Ascensus | Actuarial, Direct payment from the plan | $49,130 |
| Crowe Llp | Accounting, Direct payment from the plan | $26,513 |