PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. PUTNAM COUNTY NATIONAL BANK
Sponsor portfolio

PUTNAM COUNTY NATIONAL BANK

EIN 14-0984850-banking-Latest filing 2025
Plans
2
Retirement
2
$6.3M assets
Welfare
0
Participants
84
43 GLENEIDA AVENUE - CARMEL, NY 10512845-225-3688pcnb.bizLinkedIn11-50 employeesbanking
Plans on this EIN
2 filings
#001TraditionalDB-$5.4M - 43 part#002401k-$819K - 41 part

Retirement portfolio analytics

2 plans aggregated / $6.3M assets / 84 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • BANKERS RETIREMENT SYSTEM (#001)87%
  • NATIONAL BANK 401(K) (#002)13%
Total $6.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BANKERS RETIREMENT SYSTEM (#001)43
  • NATIONAL BANK 401(K) (#002)41
Total 84Click 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#001

PUTNAM COUNTY NATIONAL BANK PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEM

TraditionalDB

Assets$5.4M
Participants43
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PUTNAM COUNTY NATIONAL BANK 401(K) PLAN

401k

Assets$819K
Participants41
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PUTNAM COUNTY NATIONAL BANK PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEMTraditionalDB$5.4M432025
002PUTNAM COUNTY NATIONAL BANK 401(K) PLAN401k$819K412025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica