AUMdb

First Palmetto Bank Retirement Plan

Sponsored by First Palmetto Bank · EIN 570921408 · Plan #002

Total assets
$14.6M
Net assets
$14.6M
Active participants
161
With balances
298

Plan year beginning 01/01/2024 · Profit-sharing

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
John Hancock Life Insurance Company Recordkeeping, Sub-transfer agency fees, Other insurance wrap fees $3,117