AUMdb

First Citizens National Bank 401(k) Plan

Sponsored by First Citizens National Bank · EIN 620201100 · Plan #003

Total assets
$36.9M
Net assets
$36.9M
Active participants
277
With balances
354

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
First Citizens National Trustee (institutional), Investment advisory (plan), Direct payment from the plan $87,773
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $52,251
Ata, Pc Other services, Other fees $0
Wilshire Associates Incorporated Other investment fees and expenses, Investment advisory (plan) $0