Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
The Stephenson National Bank & Trust
EIN 39-0638020bankingLatest filing 2025
Plans
2
Retirement
2
$33.4M assets
Health & Benefits
0
Participants
298
1820 HALL AVENUE, PO BOX 137 - MARINETTE, WI 54143715-732-1732snbt.comLinkedIn51-200 employeesbanking
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $33.4M assets / 298 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
THE STEPHENSON NATIONAL BANK & TRUST EMPLOYEE'S RETIREMENT SAVINGS PLAN
401(k)
Assets$30.5M
Participants165
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
THE STEPHENSON NATIONAL BANK & TRUST EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$2.9M
Participants133
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | THE STEPHENSON NATIONAL BANK & TRUST EMPLOYEE'S RETIREMENT SAVINGS PLAN | 401(k) | $30.5M | 165 | 2025 |
| #003 | THE STEPHENSON NATIONAL BANK & TRUST EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $2.9M | 133 | 2025 |
- #002 · 401(k) · 2025165
- #003 · ESOP · 2025133
Retirement plans