Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
LIBERTY BANK & TRUST COMPANY
EIN 72-0719924bankingLatest filing 2024
Plans
2
Retirement
2
$10.7M assets
Welfare
0
Participants
195
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $10.7M assets / 195 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
LIBERTY BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$8.3M
Participants40
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
LIBERTY BANK & TRUST 2022 EMPLOYEE STOCK OWNERSHIP PLAN
StockBonus
Assets$2.3M
Participants155
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 | LIBERTY BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $8.3M | 40 | 2024 | |
| 003 | LIBERTY BANK & TRUST 2022 EMPLOYEE STOCK OWNERSHIP PLAN | StockBonus | $2.3M | 155 | 2024 |
Retirement plans