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Sponsor portfolioTH

KATAHDIN TRUST COMPANY

EIN 01-0099500-banking-Latest filing 2024
Plans
2
Retirement
2
$26.6M assets
Welfare
0
Participants
437
20 KATAHDIN LANE - HOULTON, ME 047303574207-521-3280katahdintrust.comLinkedIn51-200 employeesbanking
Plans on this EIN
2 filings
#002401k-$24.3M - 214 part#003ESOP-$2.2M - 223 part

Retirement portfolio analytics

2 plans aggregated / $26.6M assets / 437 participants

Assets by plan

Share of aggregate retirement assets

92%top
  • TRUST COMPANY 401(K) (#002)92%
  • EMPLOYEE STOCK OWNERSHIP (#003)8%
Total $26.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#003)223
  • TRUST COMPANY 401(K) (#002)214
Total 437Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

KATAHDIN TRUST COMPANY 401(K) PLAN

401k

Assets$24.3M
Participants214
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

KATAHDIN TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$2.2M
Participants223
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002KATAHDIN TRUST COMPANY 401(K) PLAN401k$24.3M2142024
003KATAHDIN TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLANESOP$2.2M2232024
Retirement plans
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