AUMdb

South Shore Bank 401(k) Plan

Sponsored by South Shore Bank · EIN 041963710 · Plan #002

Total assets
$38.8M
Net assets
$38.8M
Active participants
238
With balances
137

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
Fidelity Investments Institutional Securities brokerage commissions, Participant loan processing, Sub-transfer agency fees $6,460