AUMdb

Peapack Gladstone Bank Employees Savings And Investment Plan

Sponsored by Peapack Gladstone Bank · EIN 222491488 · Plan #002

Total assets
$107M
Net assets
$107M
Active participants
628
With balances
746

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
Onedigital Investment Advisors Llc CRD 106766 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Onedigital Investment Advisors Llc Investment advisory (plan) $68,915
Crowe Accounting $52,500
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $13,191