PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. CITIZENS SAVINGS BANK & TRUST COMPANY
Sponsor portfolio

CITIZENS SAVINGS BANK & TRUST COMPANY

EIN 62-0159460-banking-Latest filing 2025
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
69
1917 HEIMAN STREET - NASHVILLE, TN 372082409615-327-9787citizensbank24.comLinkedIn201-500 employeesbanking
Plans on this EIN
2 filings
#003401k-$788K - 34 part#002ESOP-$532K - 35 part

Retirement portfolio analytics

2 plans aggregated / $1.3M assets / 69 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • CITIZENS BANK 401(K) (#003)60%
  • EMPLOYEE STOCK OWNERSHIP (#002)40%
Total $1.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)35
  • CITIZENS BANK 401(K) (#003)34
Total 69Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

CITIZENS BANK 401(K) PLAN

401k

Assets$788K
Participants34
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CITIZENS SAVINGS BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$532K
Participants35
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003CITIZENS BANK 401(K) PLAN401k$788K342025
002CITIZENS SAVINGS BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLANESOP$532K352025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica