First National Bank Of Newtown Savings/Incentive Plan
Sponsored by The First National Bank & Trust Company Of Newtown · EIN 230916895 · Plan #002
- Total assets
- $45.2M
- Net assets
- $45.2M
- Active participants
- 123
- With balances
- 173
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 |
|---|---|---|
| Blackrock Advisors, Llc CRD 106614 | deterministic · 100% | 2024 |
| Fidelity Management & Research Company Llc CRD 108281 | fuzzy_auto · 95% | 2024 |
| Blackrock Fund Advisors CRD 105247 | deterministic · 100% | 2024 |
| Van Eck Associates Corporation CRD 105080 | deterministic · 100% | 2024 |
| Invesco Capital Management Llc CRD 125601 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Blackrock Advisors, Llc | Investment management, Investment management fees (indirect) | $0 |
| Fidelity Management & Research Comp | Investment management, Investment management fees (indirect) | $0 |
| Blackrock Fund Advisors | Investment management, Investment management fees (indirect) | $0 |
| Van Eck Associates Corporation | Investment management, Investment management fees (indirect) | $0 |
| Invesco Capital Management Llc | Investment management, Investment management fees (indirect) | $0 |