AUMdb

First Citizens Bank & Trust Company Legacy 401(k) Plan

Sponsored by First Citizens Bank & Trust Company · EIN 560223230 · Plan #002

Total assets
$363M
Net assets
$363M
Active participants
669
With balances
1,105

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
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $11,418