Assets by plan
Share of aggregate retirement assets
74%top
Sponsor portfolioTH
CITIZENS AND FARMERS BANK
EIN 54-0169510human resourcesLatest filing 2025
Plans
3
Retirement
2
$92.1M assets
Welfare
1
Participants
1,333
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $92.1M assets / 798 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#002
SBA DEFINED CONTRIBUTION PLAN FOR CITIZENS AND FARMERS BANK
401k
Assets$68.5M
Participants527
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
SBA CASH BALANCE PENSION PLAN FOR CITIZENS & FARMERS BANK
CashBalance
Assets$23.6M
Participants271
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
CITIZENS AND FARMERS BANK ON-SITE MEDICAL CLINIC HEALTH PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SBA DEFINED CONTRIBUTION PLAN FOR CITIZENS AND FARMERS BANK | 401k | $68.5M | 527 | 2025 | |
| 001 | SBA CASH BALANCE PENSION PLAN FOR CITIZENS & FARMERS BANK | CashBalance | $23.6M | 271 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | CITIZENS AND FARMERS BANK ON-SITE MEDICAL CLINIC HEALTH PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans