The Citizens Bank Profit Sharing And Savings Plan And Trust
Sponsored by The Citizens Bank Of Philadelphia · EIN 640134511 · Plan #002
- Total assets
- $30.5M
- Net assets
- $30.5M
- Active participants
- 289
- With balances
- 335
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nfp | Investment advisory (plan) | $99,098 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $18,806 |
| Chance Gay & Cieglo, Pllc | Accounting | $9,473 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | -$26,299 |