Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#001)$14.1M
Filings through .
2 plans aggregated / $48.5M assets / 159 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
ESOP
401(k)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | FIRST STATE BANCORP OF MONTICELLO, INC. ESOP | ESOP | $34.4M | 70 | 2025 |
| #001 | FIRST STATE BANCORP OF MONTICELLO, INC. RETIREMENT PLAN & TRUST | 401(k) | $14.1M | 89 | 2025 |