Citizens Bank Employee Stock Ownership And Retirement Savings Plan
Sponsored by The Citizens Bank · EIN 850021005 · Plan #002
- Total assets
- $24.0M
- Net assets
- $16.2M
- Active participants
- 84
- With balances
- 122
Plan year beginning 01/01/2024 · Profit-sharing, Stock bonus
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 |
|---|---|---|
| Greatbanc Trust Company | Investment advisory (plan) | $30,505 |
| Transition Finance Strategies | Contract administrator | $24,076 |