Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SPINNAKER TRUST
EIN 01-0513167financial servicesLatest filing 2025
Plans
2
Retirement
2
$13.4M assets
Welfare
0
Participants
84
PO BOX 7160 - PORTLAND, ME 04112207-541-9785spinnakertrust.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $13.4M assets / 84 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SPINNAKER TRUST 401(K) PROFIT SHARING PLAN
401k
Assets$11.3M
Participants49
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SPINNAKER TRUST EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$2.1M
Participants35
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SPINNAKER TRUST 401(K) PROFIT SHARING PLAN | 401k | $11.3M | 49 | 2025 | |
| 002 | SPINNAKER TRUST EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $2.1M | 35 | 2025 |
Retirement plans