Assets by plan
Share of aggregate retirement assets
- BY AVIDIA BANK (#002)$61.8M
Filings through .
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Avidia Bank
EIN 04-3395834bankingLatest filing 2025
Plans
3
Retirement
2
$88.8M assets
Health & Benefits
1
$256K premiums
Participants
810
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $88.8M assets / 557 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $256K premiums / 262 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$148K
- Life$112K
- Long-term disability$64K
- Vision$42K
- Short-term disability$2K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
401(K) PLAN AS ADOPTED BY AVIDIA BANK
401(k)
Assets$61.8M
Participants322
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004
AVIDIA BANK EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$27.0M
Participants235
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#510
AVIDIA BANK EMPLOYEE BENEFITS PLAN
Fully insured - RELIANCE STANDARD LIFE INSURANCE COMPANY
Premiums$256K
Covered lives262
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | 401(K) PLAN AS ADOPTED BY AVIDIA BANK | 401(k) | $61.8M | 322 | 2025 |
| #004 | AVIDIA BANK EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $27.0M | 235 | 2025 |
- #002 · 401(k) · 2025322
- #004 · ESOP · 2025235
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #510 | AVIDIA BANK EMPLOYEE BENEFITS PLAN | Fully insured | RELIANCE STANDARD LIFE INSURANCE COMPANY | $256K | 262 | 2025 |
- #510 · Fully insured · RELIANCE STANDARD LIFE INSURANCE COMPANY · 2025262
Retirement plans
Health & Benefits plans