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  2. TRI CITY BANKSHARES CORPORATION
Sponsor portfolio

TRI CITY BANKSHARES CORPORATION

EIN 39-1158740-banking-Latest filing 2024
Plans
2
Retirement
2
$70.9M assets
Welfare
0
Participants
872
6400 SOUTH 27TH STREET - OAK CREEK, WI 53154414-325-1168LinkedIn1-10 employeesbanking
Plans on this EIN
2 filings
#001401k-$35.4M - 436 part#002401k-$35.4M - 436 part

Retirement portfolio analytics

2 plans aggregated / $70.9M assets / 872 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • RETIREMENT SAVING PLAN (#001)50%
  • RETIREMENT SAVING PLAN (#002)50%
Total $70.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • TRANSAMERICA RETIREMENT SOLUTIONS100%
Total $70.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • RETIREMENT SAVING PLAN (#001)436
  • RETIREMENT SAVING PLAN (#002)436
Total 872Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

TRI CITY NATIONAL BANK 401(K) RETIREMENT SAVING PLAN

401k

Assets$35.4M
Participants436
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

TRI CITY NATIONAL BANK 401(K) RETIREMENT SAVING PLAN

401k

Assets$35.4M
Participants436
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001TRI CITY NATIONAL BANK 401(K) RETIREMENT SAVING PLAN401k$35.4M4362024
002TRI CITY NATIONAL BANK 401(K) RETIREMENT SAVING PLAN401k$35.4M4362024
Retirement plans
Welfare plans
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