AUMdb

Provident Bank Pension Plan

Sponsored by Provident Bank · EIN 221211130 · Plan #001

Total assets
$55.9M
Net assets
$55.9M
Active participants
82
With balances
0

Plan year beginning 01/01/2024

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
Captrust Financial Advisors Contract administrator, Direct payment from the plan $65,678
Csb Associates Actuarial $53,500
Angell Pension Group Inc. Actuarial $10,000
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $9,792