Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
COMMUNITY STATE BANK AND UNION BANCORPORATION, INC.
EIN 39-0634530Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$24.6M assets
Welfare
0
Participants
238
1500 MAIN STREET - UNION GROVE, WI 531821720262-878-3763
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $24.6M assets / 238 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#003
COMMUNITY STATE BANK EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
ESOP
Assets$18.6M
Participants124
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#004
COMMUNITY STATE BANK 401(K) RETIREMENT PLAN
401k
Assets$6.0M
Participants114
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | COMMUNITY STATE BANK EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $18.6M | 124 | 2024 | |
| 004 | COMMUNITY STATE BANK 401(K) RETIREMENT PLAN | 401k | $6.0M | 114 | 2024 |
Retirement plans