Firstbank Holding Company Savings And Esop
Sponsored by Firstbank Holding Company · EIN 840826848 · Plan #001
- Total assets
- $651M
- Net assets
- $651M
- Active participants
- 2,641
- With balances
- 4,334
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 |
| Persium Advisors, Llc CRD 128335 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $119,012 |
| Persium Advisors Llc | Investment advisory (plan) | $80,000 |
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | -$64,014 |