Assets by plan
Share of aggregate retirement assets
74%top
Sponsor portfolioTH
FIDELITY BANK & TRUST
EIN 42-0388390bankingLatest filing 2024
Plans
2
Retirement
2
$36.4M assets
Welfare
0
Participants
508
PO BOX 277, 208 2ND STREET SE - DYERSVILLE, IA 52040563-875-7157bankfidelity.bankLinkedIn201-500 employeesbanking
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $36.4M assets / 508 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#001
FIDELITY PROFIT SHARING PLAN - AN ESOP
ESOP
Assets$27.0M
Participants254
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
FIDELITY MONEY PURCHASE PLAN
MoneyPurchase
Assets$9.5M
Participants254
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FIDELITY PROFIT SHARING PLAN - AN ESOP | ESOP | $27.0M | 254 | 2024 | |
| 002 | FIDELITY MONEY PURCHASE PLAN | MoneyPurchase | $9.5M | 254 | 2024 |
Retirement plans