Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
FIRST UNION FINANCIAL CORPORATION
EIN 71-0182120Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$11.9M assets
Welfare
0
Participants
161
P.O. BOX 270 - MONTICELLO, AR 716570270870-460-6400
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $11.9M assets / 161 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
UNION BANK & TRUST CO. 401(K) PROFIT SHARING PLAN
401k
Assets$9.4M
Participants94
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
FIRST UNION FINANCIAL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$2.5M
Participants67
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | UNION BANK & TRUST CO. 401(K) PROFIT SHARING PLAN | 401k | $9.4M | 94 | 2025 | |
| 002 | FIRST UNION FINANCIAL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $2.5M | 67 | 2025 |
Retirement plans