Assets by plan
Share of aggregate retirement assets
55%top
Sponsor portfolio
INDIANA TRUST
EIN 35-1755675Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$23.4M assets
Welfare
0
Participants
102
4045 EDISON LAKES PARKWAY, SUITE 100 - MISHAWAKA, IN 46545574-271-3412
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $23.4M assets / 102 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
INDIANA TRUST 401K PLAN
401k
Assets$13.0M
Participants55
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
INDIANA TRUST AND INVESTMENT MANAGEMENT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
ESOP
Assets$10.5M
Participants47
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | INDIANA TRUST 401K PLAN | 401k | $13.0M | 55 | 2025 | |
| 002 | INDIANA TRUST AND INVESTMENT MANAGEMENT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $10.5M | 47 | 2025 |
Retirement plans