Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Jefferson Security Bank
EIN 55-0203500bankingLatest filing 2025
Plans
2
Retirement
2
$20.0M assets
Health & Benefits
0
Participants
185
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $20.0M assets / 185 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#001
JEFFERSON SECURITY BANK DEFINED BENEFIT RETIREMENT PLAN
Traditional DB
Assets$13.5M
Participants87
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
JEFFERSON SECURITY BANK 401K PLAN
401(k)
Assets$6.5M
Participants98
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | JEFFERSON SECURITY BANK DEFINED BENEFIT RETIREMENT PLAN | Traditional DB | $13.5M | 87 | 2025 |
| #002 | JEFFERSON SECURITY BANK 401K PLAN | 401(k) | $6.5M | 98 | 2025 |
- #001 · Traditional DB · 202587
- #002 · 401(k) · 202598
Retirement plans