Peoples Security Bank 401(k) Profit Sharing Plan
Sponsored by Peoples Security Bank & Trust Company · EIN 240603570 · Plan #004
- Total assets
- $52.8M
- Net assets
- $52.6M
- Active participants
- 551
- With balances
- 669
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 |
|---|---|---|
| Conrad Siegel Investment Advisors, Inc. CRD 123560 | deterministic · 100% | 2024 |
| Fidelity Management & Research Company Llc CRD 108281 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Conrad Siegel Investment Advisors | Investment advisory (plan), Investment management fees (direct) | $58,735 |
| Conrad Siegel | Recordkeeping, Consulting (pension), Participant loan processing | $50,343 |
| Charles Schwab Bank | Custodial (securities), Direct payment from the plan, Float revenue | $23,123 |
| Fidelity Management & Research Comp | Investment management, Investment management fees (indirect) | $0 |