Citizens Tri County Bank Safe Harbor 401 K Plan
Sponsored by Citizens Tri County Bank · EIN 620875633 · Plan #001
- Total assets
- $24.8M
- Net assets
- $24.8M
- Active participants
- 346
- With balances
- 326
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 |
|---|---|---|
| American United Life Insurance Co | Recordkeeping, Participant loan processing, Direct payment from the plan | $1,978 |
| Pensionmark Fin Group Llc | Consulting (general), Consulting fees | $0 |