Assets by plan
Share of aggregate retirement assets
74%top
Sponsor portfolioTH
FIRST STATE BANCORP OF MONTICELLO, INC.
EIN 37-1142968Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$46.9M assets
Welfare
0
Participants
153
201 W. MAIN ST. - MONTICELLO, IL 61856217-762-9431
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $46.9M assets / 153 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
FIRST STATE BANCORP OF MONTICELLO, INC. ESOP
ESOP
Assets$34.9M
Participants70
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
FIRST STATE BANCORP OF MONTICELLO, INC. RETIREMENT PLAN & TRUST
401k
Assets$12.1M
Participants83
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 | FIRST STATE BANCORP OF MONTICELLO, INC. ESOP | ESOP | $34.9M | 70 | 2024 | |
| 001 | FIRST STATE BANCORP OF MONTICELLO, INC. RETIREMENT PLAN & TRUST | 401k | $12.1M | 83 | 2024 |
Retirement plans