First Citizens Bank and Trust

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

1,892

Total plan assets

$60.4M

Filings (rows)

Direct comp

$155K

Indirect comp

$142

Showing only "FIRST CITIZENS BANK AND TRUST"

View all 16 variants aggregated →

FIRST CITIZENS BANK & TRUST36 FIRST CITIZENS BANK AND TRUST COMPA22 FIRST CITIZENS BANK20 FIRST CITIZENS BANK AND TRUST CO15 FIRST CITIZENS BANK INST TRUST8 FIRST CITIZENS INVESTOR SERVICES I7

SERVICES PROVIDED

Advisor / Consultant6

Prospecting the plans that use First Citizens Bank and Trust?

Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.

See plans served

Plans served

All 6 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Mount Vernon Presbyterian School Inc. Mount Vernon Presbyterian School, Inc. Retirement Plan · all filings	ATLANTA, GA	Advisor / Consultant	457	$18.2M	$30K	$142
Eye Physicians and Surgeons of Augusta, P.C. Eye Physicians and Surgeons of Augusta, P. C. 401(k) Profit Sharing Plan · all filings	AUGUSTA, GA	Advisor / Consultant	108	$10.2M	$20K	$0
Eye Physicians and Surgeons of Augusta, P.C. Eye Physicians and Surgeons of Augusta, P. C. 401(k) Profit Sharing Plan · all filings	AUGUSTA, GA	Advisor / Consultant	113	$8.9M	$20K	$0
SREE Hotels, LLC SREE Hotels, LLC 401(k) Plan · all filings	CHARLOTTE, NC	Advisor / Consultant	431	$8.8M	$31K	$0
SREE Hotels, LLC SREE Hotels, LLC 401(k) Plan · all filings	CHARLOTTE, NC	Advisor / Consultant	418	$7.6M	$27K	$0
SREE Hotels, LLC SREE Hotels, LLC 401(k) Plan · all filings	CHARLOTTE, NC	Advisor / Consultant	365	$6.7M	$27K	$0