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Sponsor portfolioTH

LAKE ELMO BANK

EIN 41-0557070-banking-Latest filing 2024
Plans
2
Retirement
2
$24.8M assets
Welfare
0
Participants
208
11465 39TH ST N - LAKE ELMO, MN 550420457651-777-8365lakeelmobank.comLinkedIn51-200 employeesbanking
Plans on this EIN
2 filings
#002401k-$14.8M - 100 part#003ESOP-$10.0M - 108 part

Retirement portfolio analytics

2 plans aggregated / $24.8M assets / 208 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • ELMO BANK 401(K) (#002)60%
  • EMPLOYEE STOCK OWNERSHIP (#003)40%
Total $24.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#003)108
  • ELMO BANK 401(K) (#002)100
Total 208Click 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#002

LAKE ELMO BANK 401(K) PLAN

401k

Assets$14.8M
Participants100
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

LAKE ELMO BANK EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$10.0M
Participants108
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002LAKE ELMO BANK 401(K) PLAN401k$14.8M1002024
003LAKE ELMO BANK EMPLOYEE STOCK OWNERSHIP PLANESOP$10.0M1082024
Retirement plans
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