AUMdb

Nbt Bancorp Inc. 401(k) & Employee Stock Ownership Plan

Sponsored by Nbt Bancorp Inc. · EIN 161268674 · Plan #002

Total assets
$366M
Net assets
$366M
Active participants
2,046
With balances
2,555

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 $25,806
Charles Schwab & Co., Inc. Shareholder servicing fees $12,805
Charles Schwab Trust Bank Custodial (securities), Float revenue $0