Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
THE STEPHENSON NATIONAL BANK & TRUST
EIN 39-0638020bankingLatest filing 2024
Plans
2
Retirement
2
$27.8M assets
Welfare
0
Participants
291
1820 HALL AVENUE, PO BOX 137 - MARINETTE, WI 541430137715-732-1732snbt.comLinkedIn51-200 employeesbanking
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $27.8M assets / 291 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
THE STEPHENSON NATIONAL BANK & TRUST EMPLOYEE'S RETIREMENT SAVINGS PLAN
401k
Assets$25.7M
Participants166
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
THE STEPHENSON NATIONAL BANK & TRUST EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$2.0M
Participants125
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 | THE STEPHENSON NATIONAL BANK & TRUST EMPLOYEE'S RETIREMENT SAVINGS PLAN | 401k | $25.7M | 166 | 2024 | |
| 003 | THE STEPHENSON NATIONAL BANK & TRUST EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $2.0M | 125 | 2024 |
Retirement plans