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Sponsor portfolio

PROFILE BANK

EIN 02-0237826-banking-Latest filing 2025
Plans
2
Retirement
2
$8.1M assets
Welfare
0
Participants
110
45 WAKEFIELD STREET - ROCHESTER, NH 03867603-332-2610profilebank.comLinkedIn51-200 employeesbanking
Plans on this EIN
2 filings
#002401k-$5.0M - 80 part#001TraditionalDB-$3.1M - 30 part

Retirement portfolio analytics

2 plans aggregated / $8.1M assets / 110 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • PROFILE BANK 401(K) (#002)62%
  • OF PROFILE BANK (#001)38%
Total $8.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFILE BANK 401(K) (#002)80
  • OF PROFILE BANK (#001)30
Total 110Click 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

PROFILE BANK 401(K) PLAN

401k

Assets$5.0M
Participants80
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

THE RETIREMENT PLAN OF PROFILE BANK

TraditionalDB

Assets$3.1M
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002PROFILE BANK 401(K) PLAN401k$5.0M802025
001THE RETIREMENT PLAN OF PROFILE BANKTraditionalDB$3.1M302025
Retirement plans
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