Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
TOMPKINS TRUST COMPANY
EIN 15-0470650financial servicesLatest filing 2024
Plans
2
Retirement
2
$260.4M assets
Welfare
0
Participants
2,456
P.O. BOX 460, 118 EAST SENECA STREET - ITHACA, NY 148510460607-273-3210tompkinsfinancial.comLinkedIn1001-5000 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $260.4M assets / 2,456 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#002
TOMPKINS RETIREMENT SAVINGS PLAN
401k
Assets$220.7M
Participants1,319
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
TOMPKINS FINANCIAL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$39.7M
Participants1,137
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | TOMPKINS RETIREMENT SAVINGS PLAN | 401k | $220.7M | 1,319 | 2024 | |
| 003 | TOMPKINS FINANCIAL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $39.7M | 1,137 | 2024 |
Retirement plans