AUMdb

Union Center National Bank Pension Trust

Sponsored by Connectone Bank · EIN 201172127 · Plan #002

Total assets
$15.7M
Net assets
$15.7M
Active participants
9
With balances
0

Plan year beginning 01/01/2024

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
Voya Retirement Ins & Annuity Co Investment advisory (plan), Recordkeeping fees $44,834
Bpas Actuarial And Pension Services Actuarial $10,500
Saiph Capital Other fees $6,084