AUMdb

First State Holding Co. 401(k) Retirement Plan

Sponsored by First State Holding Co. · EIN 470593732 · Plan #001

Total assets
$16.4M
Net assets
$16.4M
Active participants
141
With balances
179

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Prime Capital Investment Advisors, Llc CRD 288712 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Prime Capital Investment Advisors Investment advisory (plan) $37,260
Empower Annuity Insurance Company Recordkeeping fees $4,444