Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
LUMBEE GUARANTY BANK
EIN 56-0990387bankingLatest filing 2024
Plans
3
Retirement
3
$14.4M assets
Welfare
0
Participants
374
403 E. THIRD STREET - PEMBROKE, NC 28372910-521-9707lumbeeguarantybank.comLinkedIn51-200 employeesbanking
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $14.4M assets / 374 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
LUMBEE GUARANTY BANK EMPLOYEES' PENSION PLAN
TraditionalDB
Assets$7.3M
Participants146
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
LUMBEE GUARANTY BANK 401(K) SAVINGS PLAN
401k
Assets$6.1M
Participants102
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
LUMBEE GUARANTY BANK EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$1.0M
Participants126
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LUMBEE GUARANTY BANK EMPLOYEES' PENSION PLAN | TraditionalDB | $7.3M | 146 | 2024 | |
| 002 | LUMBEE GUARANTY BANK 401(K) SAVINGS PLAN | 401k | $6.1M | 102 | 2024 | |
| 003 | LUMBEE GUARANTY BANK EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $1.0M | 126 | 2024 |
Retirement plans