Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
JEFFERSON SECURITY BANK
EIN 55-0203500bankingLatest filing 2025
Plans
2
Retirement
2
$20.0M assets
Welfare
0
Participants
185
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $20.0M assets / 185 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#001
JEFFERSON SECURITY BANK DEFINED BENEFIT RETIREMENT PLAN
TraditionalDB
Assets$13.5M
Participants87
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JEFFERSON SECURITY BANK 401K PLAN
401k
Assets$6.5M
Participants98
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JEFFERSON SECURITY BANK DEFINED BENEFIT RETIREMENT PLAN | TraditionalDB | $13.5M | 87 | 2025 | |
| 002 | JEFFERSON SECURITY BANK 401K PLAN | 401k | $6.5M | 98 | 2025 |
Retirement plans