Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FARMERS & MERCHANTS BANK & TRUST
EIN 42-0245440bankingLatest filing 2025
Plans
2
Retirement
2
$14.5M assets
Welfare
0
Participants
121
221 JEFFERSON STREET, P.O. BOX 928 - BURLINGTON, IA 52601319-768-6104fmbanktrust.bankLinkedIn1-10 employeesbanking
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $14.5M assets / 121 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
FARMERS & MERCHANTS BANK & TRUST 401(K) PROFIT SHARING PLAN
401k
Assets$7.9M
Participants64
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
FARMERS & MERCHANTS BANK & TRUST RETIREMENT INCOME PLAN
TraditionalDB
Assets$6.6M
Participants57
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | FARMERS & MERCHANTS BANK & TRUST 401(K) PROFIT SHARING PLAN | 401k | $7.9M | 64 | 2025 | |
| 001 | FARMERS & MERCHANTS BANK & TRUST RETIREMENT INCOME PLAN | TraditionalDB | $6.6M | 57 | 2025 |
Retirement plans