Penn Community Bank Retirement Plan
Sponsored by Penn Community Bank · EIN 231330248 · Plan #002
- Total assets
- $43.5M
- Net assets
- $43.5M
- Active participants
- 299
- With balances
- 396
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners, Llc | Investment advisory (plan), Direct payment from the plan | $72,238 |
| Newport Group, Inc. | Claims processing, Recordkeeping, Participant loan processing | $56,322 |
| Maillie, Llp | Accounting | $16,939 |