Claremont Savings Bank 401(k) Profit Sharing Plan & Trust
Sponsored by Claremont Savings Bank · EIN 020119060 · Plan #002
- Total assets
- $17.1M
- Net assets
- $17.1M
- Active participants
- 83
- With balances
- 106
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 |
|---|---|---|
| The Tpa Experts | Consulting (pension), Direct payment from the plan | $2,800 |
| John Hancock Usa | Recordkeeping, Investment management, Shareholder servicing fees | $2,178 |