AUMdb

Passumpsic Savings Bank Thrift Incentive Savings Plan

Sponsored by Passumpsic Savings Bank · EIN 030147560 · Plan #002

Total assets
$25.7M
Net assets
$25.7M
Active participants
152
With balances
215

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
Benefit Plans Admin Services, Inc Recordkeeping, Custodial (securities), Participant loan processing $58,082