Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#002)$26.5M
Filings through .
2 plans aggregated / $63.3M assets / 800 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
ESOP
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #005 | CORTRUST BANK 401(K) PLAN | 401(k) | $36.8M | 405 | 2025 |
| #002 | CORTRUST BANK EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $26.5M | 395 | 2025 |