Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $691K assets / 60 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Money purchase
Profit-sharing
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | FIRST STATE BANK OF WARREN MONEY PURCHASE PLAN | Money purchase | $378K | 30 | 2024 |
| #002 | FIRST STATE BANK OF WARREN PROFIT SHARING TRUST | Profit-sharing | $313K | 30 | 2024 |