AUMdb

First Community Bank 401(k) Plan

Sponsored by First Community Bank · EIN 571030051 · Plan #001

Total assets
$36.7M
Net assets
$36.7M
Active participants
270
With balances
263

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
Carolina Qualified Retirement Plan Advisers, Llc CRD 171534 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
Carolina Qualified Retirement Plan Investment advisory (plan), Direct payment from the plan $58,098
The Vanguard Group, Inc. Other fees, Participant loan processing, Recordkeeping $30,770