Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
UNITED ROOSEVELT SAVINGS BANK
EIN 22-1239600bankingLatest filing 2025
Plans
2
Retirement
2
$8.4M assets
Welfare
0
Participants
43
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.4M assets / 43 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
THE RETIREMENT PLAN OF UNITED ROOSEVELT SAVINGS BANK
TraditionalDB
Assets$5.2M
Participants9
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
UNITED ROOSEVELT SAVINGS BANK 401(K) & PROFIT SHARING PLAN
401k
Assets$3.2M
Participants34
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 | THE RETIREMENT PLAN OF UNITED ROOSEVELT SAVINGS BANK | TraditionalDB | $5.2M | 9 | 2025 | |
| 002 | UNITED ROOSEVELT SAVINGS BANK 401(K) & PROFIT SHARING PLAN | 401k | $3.2M | 34 | 2025 |
Retirement plans