AUMdb

Pilot Grove Savings Bank Employee Stock Ownership Plan

Sponsored by Pilot Grove Savings Bank · EIN 420469990 · Plan #001

Total assets
$16.7M
Net assets
$11.6M
Active participants
81
With balances
93

Plan year beginning 01/01/2024 · Stock bonus

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
Newport Group Recordkeeping $13,125
Bcc Advisers Valuation $10,450
Transition Finance Strategies, Llc Contract administrator $8,625
Nyemaster Goode Legal $5,416