AUMdb

Mid Penn Bank Retirement Plan

Sponsored by Mid Penn Bank · EIN 230880270 · Plan #001

Total assets
$51.9M
Net assets
$51.9M
Active participants
605
With balances
737

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
Voya Retirement Advisors, Llc CRD 3989 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Voya Retirement Advisors, Llc Investment advisory (participants) $16,893
Pa Retirement Solutions, Inc. Other services $0
Morningstar Investment advisory (plan) $0