AUMdb

First Citizens Financial Corp. 401(k) Savings Plan

Sponsored by First Citizens Financial Corporation · EIN 421113318 · Plan #004

Total assets
$41.8M
Net assets
$41.8M
Active participants
206
With balances
299

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
Epic Retirement Plan Services Recordkeeping, Participant communication $36,489
First Citizens Financial Corp. Investment advisory (plan) $15,000