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Sponsor portfolio

PRESIDENTIAL BANK

EIN 52-1377663-banking-Latest filing 2024
Plans
2
Retirement
2
$62.6M assets
Welfare
0
Participants
895
4600 EAST WEST HWY STE 400 - BETHESDA, MD 20814301-951-8222presidential.comLinkedIn201-500 employeesbanking
Plans on this EIN
2 filings
#002401k-$47.4M - 419 part#001MoneyPurchase-$15.2M - 476 part

Retirement portfolio analytics

2 plans aggregated / $62.6M assets / 895 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • CORP. EMPLOYEE 401(K) (#002)76%
  • EMPLOYEE RETIREMENT PLAN (#001)24%
Total $62.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE RETIREMENT PLAN (#001)476
  • CORP. EMPLOYEE 401(K) (#002)419
Total 895Click 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

BANKERS FINANCE CAPITAL CORP. EMPLOYEE 401(K) PLAN

401k

Assets$47.4M
Participants419
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

BANKERS FINANCE CAPITAL CORP. EMPLOYEE RETIREMENT PLAN

MoneyPurchase

Assets$15.2M
Participants476
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BANKERS FINANCE CAPITAL CORP. EMPLOYEE 401(K) PLAN401k$47.4M4192024
001BANKERS FINANCE CAPITAL CORP. EMPLOYEE RETIREMENT PLANMoneyPurchase$15.2M4762024
Retirement plans
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