AUMdb

Planters Bank Employee Stock Ownership And 401(k) Retirement Savings Plan

Sponsored by Planters Bank · EIN 611293646 · Plan #002

Total assets
$28.0M
Net assets
$28.0M
Active participants
163
With balances
175

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
Lincoln National Corporation Contract administrator $21,067
Tpa At Time Of Fee Withdrawal Recordkeeping $2,625