AUMdb

First Bank And Trust Company Employee Stock Ownership And Savings Plan

Sponsored by The First Bank And Trust Company · EIN 541116387 · Plan #001

Total assets
$44.1M
Net assets
$44.0M
Active participants
454
With balances
488

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
Epic Retirement Plan Services Recordkeeping, Participant loan processing, Participant communication $63,690
Nbt Bank, N.A. Investment advisory (plan) $20,646
Matrix Settlement & Clearance Svs Other services $0