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  2. Tri City Bankshares Corporation
  • Retirement analytics
  • Plan summaries
  • Retirement plans

Filings through Oct 24, 2026.

Tri City Bankshares Corporation

EIN 39-1158740-banking-Latest filing 2025
Plans
2
Retirement
2
$73.9M assets
Health & Benefits
0
Participants
864
6400 SOUTH 27TH STREET - OAK CREEK, WI 53154414-325-1168LinkedIn1-10 employeesbanking
Plans on this EIN
2 filings
#002401(k)-$38.5M - 428 part#001401(k)-$35.4M - 436 part

Retirement portfolio analytics

2 plans aggregated / $73.9M assets / 864 participants

Assets by plan

Share of aggregate retirement assets

  • RETIREMENT SAVING PLAN (#002)$38.5M
  • RETIREMENT SAVING PLAN (#001)$35.4M
Total $73.9MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • (Not disclosed)$38.5M
  • TRANSAMERICA RETIREMENT SOLUTIONS$35.4M
Total $73.9MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • RETIREMENT SAVING PLAN (#001)436
  • RETIREMENT SAVING PLAN (#002)428
Total 864Select a row to open it

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

TRI CITY NATIONAL BANK 401(K) RETIREMENT SAVING PLAN

401(k)

Assets$38.5M
Participants428
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

TRI CITY NATIONAL BANK 401(K) RETIREMENT SAVING PLAN

401(k)

Assets$35.4M
Participants436
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002TRI CITY NATIONAL BANK 401(K) RETIREMENT SAVING PLAN401(k)$38.5M4282025
#001TRI CITY NATIONAL BANK 401(K) RETIREMENT SAVING PLAN401(k)$35.4M4362024
  • TRI CITY NATIONAL BANK 401(K) RETIREMENT SAVING PLAN$38.5M
    #002 · 401(k) · 2025428
  • TRI CITY NATIONAL BANK 401(K) RETIREMENT SAVING PLAN$35.4M
    #001 · 401(k) · 2024436
Retirement plans
Health & Benefits plans

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