Assets by plan
Share of aggregate retirement assets
- AND FARMERS BANK (#002)$68.5M
- & FARMERS BANK (#001)$23.6M
Filings through .
Top hat
Citizens and Farmers Bank
EIN 54-0169510human resourcesLatest filing 2025
Plans
3
Retirement
2
$92.1M assets
Health & Benefits
1
Participants
1,333
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $92.1M assets / 798 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
SBA DEFINED CONTRIBUTION PLAN FOR CITIZENS AND FARMERS BANK
401(k)
Assets$68.5M
Participants527
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
SBA CASH BALANCE PENSION PLAN FOR CITIZENS & FARMERS BANK
Cash balance
Assets$23.6M
Participants271
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#504
CITIZENS AND FARMERS BANK ON-SITE MEDICAL CLINIC HEALTH PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | SBA DEFINED CONTRIBUTION PLAN FOR CITIZENS AND FARMERS BANK | 401(k) | $68.5M | 527 | 2025 |
| #001 | SBA CASH BALANCE PENSION PLAN FOR CITIZENS & FARMERS BANK | Cash balance | $23.6M | 271 | 2025 |
- #002 · 401(k) · 2025527
- #001 · Cash balance · 2025271
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #504 | CITIZENS AND FARMERS BANK ON-SITE MEDICAL CLINIC HEALTH PLAN | Self-funded | - | $0 | 0 | 2025 |
- #504 · Self-funded · 20250
Retirement plans
Health & Benefits plans