AUMdb

The Poca Valley Bank Ksop

Sponsored by The Poca Valley Bankshares, Inc. · EIN 550727130 · Plan #002

Total assets
$15.2M
Net assets
$14.8M
Active participants
130
With balances
144

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
Empower Advisory Group Recordkeeping fees $1,025
Blue Ridge Esop Associates Contract administrator $850
Empower Annuity Ins Co Investment management $360
Benefit Solutions Inc Contract administrator -$1,159