Assets by plan
Share of aggregate retirement assets
58%top
Sponsor portfolioTH
CITIZENS BANK AND TRUST COMPANY
EIN 54-0169450financial servicesLatest filing 2025
Plans
2
Retirement
2
$15.4M assets
Welfare
0
Participants
147
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $15.4M assets / 147 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#003
SBA DEFINED CONTRIBUTION PLAN FOR CITIZENS BANK AND TRUST COMPANY
ProfitSharing
Assets$8.9M
Participants91
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SBA CASH BALANCE PENSION PLAN FOR CITIZENS BANK & TRUST COMPANY
CashBalance
Assets$6.5M
Participants56
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | SBA DEFINED CONTRIBUTION PLAN FOR CITIZENS BANK AND TRUST COMPANY | ProfitSharing | $8.9M | 91 | 2025 | |
| 001 | SBA CASH BALANCE PENSION PLAN FOR CITIZENS BANK & TRUST COMPANY | CashBalance | $6.5M | 56 | 2025 |
Retirement plans